ICCF Wealth Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

1331 Palmetto Ave Ste 120, Winter Park, ...

Phone Number

(407) 740-5337

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About ICCF Wealth Management

ICCF Wealth Management is Central Floridas premier independent advisory practice located in Winter Park, Florida. Founded by Doug Sheahan and John ODonnell, the firm was built on the common belief that the investor is best served by local, competent advisors who offer a comprehensive strategy at a competitive price. Doug and John share a strong entrepreneurial drive to deliver better service at greater value. Our clients span a broad range of demographics, backgrounds, and portfolio sizes. Whether accumulating or preserving wealth, our clients value the insight we provide through thoughtful planning based on individual client needs. Utilizing Charles Schwab, our firm accesses the breadth of products one should expect from their advisor while maintaining the personal attention of a locally owned and operated business. ICCF Wealth Management looks forward to the opportunity to meet with you to review your comprehensive plan. - See more at: http://www.iccfwm.comExplore more
ICCF Wealth Management's Social MediaPopular SearchesIccf Wealth Management LLCC C F Wealth ManagementICCF Insurance ConsultantsIccf Wealth ManagementIccfSIC Code 62,628NAICS Code 52,523Show more

ICCF Wealth Management Org Chart

PhoneEmail
Douglas Sheahan, President & Financial Advisor at ICCF Wealth Management
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President & Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ICCF Wealth Management

<$5M
1-10
Private
-
2012
Douglas Sheahan, President & Financial Advisor at ICCF Wealth Management
Douglas SheahanPresident & Financial Advisor
<$5M
1-10
Private
-
1988
EL
Erryn LangleyFinancial Advisor & Director
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

ICCF Wealth Management Tech Stack

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Frequently Asked Questions Regarding ICCF Wealth Management

What is ICCF Wealth Management's official website?
ICCF Wealth Management's official website is www.iccfwm.com
What is ICCF Wealth Management's Revenue?
ICCF Wealth Management's revenue is <$5 Million
What is ICCF Wealth Management's SIC code?
ICCF Wealth Management's SIC: 62,628
What is ICCF Wealth Management's NAICS code?
ICCF Wealth Management's NAICS: 52,523
How many employees does ICCF Wealth Management have?
ICCF Wealth Management has 1-10 employees
What industry does ICCF Wealth Management belong to?
ICCF Wealth Management is in the industry of: Finance, Securities Trading
What is ICCF Wealth Management competition?
ICCF Wealth Management top competitors include: Wealth Advisory Services, Ratcliff Financial Services, Chronos Wealth Management, Young Wealth Management
What technology does ICCF Wealth Management use?
Some of the popular technologies that ICCF Wealth Management uses are: PHP 5.6, WordPress.org, PHP, Google Universal Analytics
How do I contact ICCF Wealth Management?
ICCF Wealth Management contact info: Phone number: (407) 740-5337 Website: www.iccfwm.com
What does ICCF Wealth Management do?

ICCF Wealth Management is Central Floridas premier independent advisory practice located in Winter Park, Florida. Founded by Doug Sheahan and John ODonnell, the firm was built on the common belief that the investor is best served by local, competent advisors who offer a comprehensive strategy at a competitive price. Doug and John share a strong ent... repreneurial drive to deliver better service at greater value. Our clients span a broad range of demographics, backgrounds, and portfolio sizes. Whether accumulating or preserving wealth, our clients value the insight we provide through thoughtful planning based on individual client needs. Utilizing Charles Schwab, our firm accesses the breadth of products one should expect from their advisor while maintaining the personal attention of a locally owned and operated business. ICCF Wealth Management looks forward to the opportunity to meet with you to review your comprehensive plan. - See more at: http://www.iccfwm.comRead More

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

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