ISI Financial Group

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

614 S Date Ave, Alhambra, California, 91...

Phone Number

(717) 393-3353

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About ISI Financial Group

Greenspring Advisors is an independent, fee-only wealth management firm specializing in holistic investment advisory services for private investors and fiduciary consulting for retirement plan sponsors, foundations, and endowments. Established in 2004, the firm prioritizes a client-first philosophy, providing tailored financial planning and investment management to meet the unique goals of individuals and institutions. Greenspring's services include comprehensive wealth management, retirement income planning, tax minimization strategies, and employee financial wellness programs. With a strong commitment to fiduciary responsibility, Greenspring Advisors serves clients from offices in Maryland, New Jersey, and Pennsylvania.Explore more
ISI Financial Group's Social MediaPopular SearchesIsi Financial Group IncISI Financial GroupIsi Financial ProductsIsi InsuranceIsi Insurance ServicesSIC Code 62,628NAICS Code 52,523Show more

ISI Financial Group Org Chart

PhoneEmail
AO
United States flag for contact location.

Call Expert Qualifier

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is ISI Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to ISI Financial Group

Compare insights from companies similar to ISI Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ISI Financial Group

<$5M
1-10
Private
-
1985
AO
Angel OnwunaruCall Expert Qualifier
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2010
JB
James BradleyFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ISI Financial Group Tech Stack

A closer look at the technologies used by ISI Financial Group

ISI Financial Group News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding ISI Financial Group

What is ISI Financial Group's official website?
ISI Financial Group's official website is www.isifinancialgroup.com
What is ISI Financial Group's Revenue?
ISI Financial Group's revenue is <$5 Million
What is ISI Financial Group's SIC code?
ISI Financial Group's SIC: 62,628
What is ISI Financial Group's NAICS code?
ISI Financial Group's NAICS: 52,523
How many employees does ISI Financial Group have?
ISI Financial Group has 1-10 employees
What industry does ISI Financial Group belong to?
ISI Financial Group is in the industry of: Finance, Securities Trading
What is ISI Financial Group competition?
ISI Financial Group top competitors include: Radnor Financial Advisors, Darrow Wealth Management, Penobscot Financial Advisors, HFG Wealth Management
What companies has ISI Financial Group acquired?
ISI Financial Group has acquired the companies: Wealthstream Advisors, ISI Financial Group
What technology does ISI Financial Group use?
Some of the popular technologies that ISI Financial Group uses are: Proofpoint, Microsoft 365, DigiCert, Cloudflare DNS
How do I contact ISI Financial Group?
ISI Financial Group contact info: Phone number: (717) 393-3353 Website: www.isifinancialgroup.com
What does ISI Financial Group do?

Greenspring Advisors is an independent, fee-only wealth management firm specializing in holistic investment advisory services for private investors and fiduciary consulting for retirement plan sponsors, foundations, and endowments. Established in 2004, the firm prioritizes a client-first philosophy, providing tailored financial planning and investm... ent management to meet the unique goals of individuals and institutions. Greenspring's services include comprehensive wealth management, retirement income planning, tax minimization strategies, and employee financial wellness programs. With a strong commitment to fiduciary responsibility, Greenspring Advisors serves clients from offices in Maryland, New Jersey, and Pennsylvania.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.