ISTO Advisors

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

580 N Western Ave Ste 2, Lake Forest, Il...

Phone Number

(847) 582-9190

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2

About ISTO Advisors

ISTO Advisors is an SEC registered investment adviser with locations in Illinois and Michigan, providing investment advisory and management services. The firm focuses on helping clients achieve their financial goals through education and community support. ISTO Advisors emphasizes the importance of knowledge in investing and aims to serve clients with tailored financial strategies. They cater to a diverse clientele, ensuring that their services are suitable for various investor needs while highlighting the risks associated with investing.Explore more
ISTO Advisors's Social MediaPopular SearchesIsto Advisors LLCFisher Financial Partners IncISTO AdvisorsISTO Advisors) LLCFisher Financial PartnersSIC Code 62,628NAICS Code 52,523Show more

ISTO Advisors Org Chart

PhoneEmail
JW
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Chief Investment Officer

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TD
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Director, Wealth Planning

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KC
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Director, Wealth Advising

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ISTO Advisors

<$5M
11-50
Private
<$5M
2016
JW
Jill WallChief Investment Officer
$6.1M
1-10
Private
-
2006
$6M
11-50
Private
<$5M
1995
Manuel Rosado, President at Spectrum Investment Advisors
Manuel RosadoPresident
<$5M
11-50
Private
-
1986
AM
Anastasia MelbrodFinancial Advisor
<$5M
1-10
Private
-
2004
BF
Bill FustosBusiness & Industry Advisor
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
-
MT
Michael TosawFinancial Advisor & Owner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ISTO Advisors financials insights

Gather financial insights about ISTO Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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ISTO Advisors Tech Stack

A closer look at the technologies used by ISTO Advisors

Top Finance Companies

Frequently Asked Questions Regarding ISTO Advisors

What is ISTO Advisors's official website?
ISTO Advisors's official website is www.istoadvisors.com
What is ISTO Advisors's Revenue?
ISTO Advisors's revenue is <$5 Million
What is ISTO Advisors's SIC code?
ISTO Advisors's SIC: 62,628
What is ISTO Advisors's NAICS code?
ISTO Advisors's NAICS: 52,523
How many employees does ISTO Advisors have?
ISTO Advisors has 11-50 employees
What industry does ISTO Advisors belong to?
ISTO Advisors is in the industry of: Finance, Securities Trading
What is ISTO Advisors competition?
ISTO Advisors top competitors include: St Charles Wealth Management, Holliger Financial Consultants, Melbrod Wealth Management, Bio-consult Adivsors
What technology does ISTO Advisors use?
Some of the popular technologies that ISTO Advisors uses are: DocuSign, Squarespace Online Stores, Embedly, Barracuda Networks
How do I contact ISTO Advisors?
ISTO Advisors contact info: Phone number: (847) 582-9190 Website: www.istoadvisors.com
What does ISTO Advisors do?

ISTO Advisors is an SEC registered investment adviser with locations in Illinois and Michigan, providing investment advisory and management services. The firm focuses on helping clients achieve their financial goals through education and community support. ISTO Advisors emphasizes the importance of knowledge in investing and aims to serve clients w... ith tailored financial strategies. They cater to a diverse clientele, ensuring that their services are suitable for various investor needs while highlighting the risks associated with investing.Read More

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

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