ID Financial

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

18208 28th Dr SE, Bothell, Washington, 9...

Phone Number

(206) 774-0262

Revenue

$5.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About ID Financial

I.D. Financial, located in Seattle, WA, specializes in personalized wealth management, retirement planning, and investment strategies. They aim to serve clients who are looking to simplify their financial journey, whether they are just starting out or planning for retirement. The company emphasizes clear communication and a collaborative approach, guiding clients through financial complexities and aligning investments with their personal goals. I.D. Financial particularly focuses on providing tailored advice for diverse client demographics, including expatriates and women.Explore more
ID Financial's Social MediaPopular SearchesId Financial LLCID FinancialD Financial Group IncI D Financial Group IncId Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

ID Financial Org Chart

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United States flag for contact location.

Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ID Financial

$5.6M
1-10
Private
-
2012
PD
Paul DoakFinancial Advisor
$5.1M
11-50
Private
-
2009
<$5M
11-50
Private
-
2014
MS
Maylot SterlinaChief Marketing Officer
<$5M
1-10
Private
-
2001
<$5M
1-10
Private
-
-
ST
Sheila TaylorOffice Manager
<$5M
1-10
Private
-
2013
CT
Cuong ToChief Risk Officer & Co-Founder, Anchorpoint
<$5M
1-10
Private
-
2014
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ID Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

ID Financial Tech Stack

A closer look at the technologies used by ID Financial

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Frequently Asked Questions Regarding ID Financial

What is ID Financial's official website?
ID Financial's official website is www.id-financial.com
What is ID Financial's Revenue?
ID Financial's revenue is $5.6 Million
What is ID Financial's SIC code?
ID Financial's SIC: 62,628
What is ID Financial's NAICS code?
ID Financial's NAICS: 52,523
How many employees does ID Financial have?
ID Financial has 1-10 employees
What industry does ID Financial belong to?
ID Financial is in the industry of: Finance, Securities Trading
What is ID Financial competition?
ID Financial top competitors include: Epps Financial Services, Thoroughbred Advisors, Rincon Pacific Management, RMB Financial Services
What technology does ID Financial use?
Some of the popular technologies that ID Financial uses are: reCAPTCHA, Cloudflare Website Optimization, Google Cloud DNS, Cloudflare CDN
How do I contact ID Financial?
ID Financial contact info: Phone number: (206) 774-0262 Website: www.id-financial.com
What does ID Financial do?

I.D. Financial, located in Seattle, WA, specializes in personalized wealth management, retirement planning, and investment strategies. They aim to serve clients who are looking to simplify their financial journey, whether they are just starting out or planning for retirement. The company emphasizes clear communication and a collaborative approach,... guiding clients through financial complexities and aligning investments with their personal goals. I.D. Financial particularly focuses on providing tailored advice for diverse client demographics, including expatriates and women.Read More

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

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