IBEX Wealth Advisors

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

3 Werner Way Ste 204, Lebanon, New Jerse...

Phone Number

(908) 849-7900

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
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May
ZI Rank
3
3
3
2
3
2

About IBEX Wealth Advisors

IBEX Wealth Advisors provides personalized financial planning, investment selection, and management services aimed at achieving consistent investment results for their clients. They leverage institutional research and objective analysis to construct tailored client portfolios, ensuring clarity in financial strategies. Their services are designed for individuals seeking to understand and meet their short- and long-term financial goals. The firm operates under the regulatory framework of registered investment advisors and focuses on clients within the states where they are licensed.Explore more
IBEX Wealth Advisors's Social MediaPopular SearchesIbex Wealth Advisors LLCIbex Wealth AdvisorsJames J Varaklis CoJames J Varaklis & CoJames J Varaklis & amp; CoSIC Code 62,628NAICS Code 52,523Show more

IBEX Wealth Advisors Org Chart

PhoneEmail
JV
United States flag for contact location.

Co-Founder & Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IBEX Wealth Advisors

$5.3M
1-10
Private
-
2012
JV
James VaraklisCo-Founder & Chief Compliance Officer
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2004
JF
James ForcellaRegistered Principal
<$5M
1-10
Private
-
2012
KC
Kirk CollinsFinancial Consultant
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

IBEX Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

IBEX Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about IBEX Wealth Advisors.

IBEX Wealth Advisors Tech Stack

A closer look at the technologies used by IBEX Wealth Advisors

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Frequently Asked Questions Regarding IBEX Wealth Advisors

What is IBEX Wealth Advisors's official website?
IBEX Wealth Advisors's official website is www.ibexwealth.com
What is IBEX Wealth Advisors's Revenue?
IBEX Wealth Advisors's revenue is $5.3 Million
What is IBEX Wealth Advisors's SIC code?
IBEX Wealth Advisors's SIC: 62,628
What is IBEX Wealth Advisors's NAICS code?
IBEX Wealth Advisors's NAICS: 52,523
How many employees does IBEX Wealth Advisors have?
IBEX Wealth Advisors has 1-10 employees
What industry does IBEX Wealth Advisors belong to?
IBEX Wealth Advisors is in the industry of: Finance, Securities Trading
What is IBEX Wealth Advisors competition?
IBEX Wealth Advisors top competitors include: TRSS Wealth Management, Forcella Wealth Management, Copper Canyon Wealth Management, Collins & Guilford Wealth Advisors
What technology does IBEX Wealth Advisors use?
Some of the popular technologies that IBEX Wealth Advisors uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact IBEX Wealth Advisors?
IBEX Wealth Advisors contact info: Phone number: (908) 849-7900 Website: www.ibexwealth.com
What does IBEX Wealth Advisors do?

IBEX Wealth Advisors provides personalized financial planning, investment selection, and management services aimed at achieving consistent investment results for their clients. They leverage institutional research and objective analysis to construct tailored client portfolios, ensuring clarity in financial strategies. Their services are designed fo... r individuals seeking to understand and meet their short- and long-term financial goals. The firm operates under the regulatory framework of registered investment advisors and focuses on clients within the states where they are licensed.Read More

What are IBEX Wealth Advisors social media links?
IBEX Wealth Advisors Linkedin page IBEX Wealth Advisors Facebook page
Is IBEX Wealth Advisors a public company?
IBEX Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about IBEX Wealth Advisors

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