KFA Private Wealth Group

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

8350 Broad St Ste 220, Mc Lean, Virginia...

Phone Number

(703) 462-9475

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About KFA Private Wealth Group

KFA Private Wealth Group is a full-service wealth management firm based in Tysons, Virginia, specializing in financial and tax planning for high earners, equity compensation, and the self-employed. The firm offers personalized services including holistic financial planning and tax-efficient investment strategies to help clients maximize their wealth and tax savings. Their target clients include individuals with equity compensation, self-employed professionals, and other high-income earners seeking expert guidance. KFA aims to simplify complex financial situations and provide comprehensive support for both short-term and long-term financial goals.Explore more
KFA Private Wealth Group's Social MediaPopular SearchesKFA Private Wealth GroupKFA Private Wealth Group LLCKfa LLCKfa and M LLCKfap Management LLCSIC Code 62,628NAICS Code 52,523Show more

KFA Private Wealth Group Org Chart

PhoneEmail
CG
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Vice President Private Wealth Advisor

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JE
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Vice President, Private Wealth Advisor

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MR
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Vice President Private Wealth Advisor

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JP
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Vice President Private Wealth Advisor

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PP
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Vice President Private Wealth Advisor

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KD
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Group Vice President, Wealth

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SO
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Manager, Tax

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JY
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Manager, Tax

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KFA Private Wealth Group

<$5M
11-50
Private
-
2012
CG
Charles GibbonsVice President Private Wealth Advisor
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
2003
DS
Daniel SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
MG
Mary GassmannOffice Manager, Tax
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

KFA Private Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

KFA Private Wealth Group Tech Stack

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Frequently Asked Questions Regarding KFA Private Wealth Group

What is KFA Private Wealth Group's official website?
KFA Private Wealth Group's official website is www.kfapwg.com
What is KFA Private Wealth Group's Revenue?
KFA Private Wealth Group's revenue is <$5 Million
What is KFA Private Wealth Group's SIC code?
KFA Private Wealth Group's SIC: 62,628
What is KFA Private Wealth Group's NAICS code?
KFA Private Wealth Group's NAICS: 52,523
How many employees does KFA Private Wealth Group have?
KFA Private Wealth Group has 11-50 employees
What industry does KFA Private Wealth Group belong to?
KFA Private Wealth Group is in the industry of: Finance, Securities Trading
What is KFA Private Wealth Group competition?
KFA Private Wealth Group top competitors include: OWL Private Wealth Advisors, Sopher Financial Group, Murphy Wealth Management, Premier Wealth Advisors
What technology does KFA Private Wealth Group use?
Some of the popular technologies that KFA Private Wealth Group uses are: WooCommerce, WordPress.org, PHP, Microsoft 365
How do I contact KFA Private Wealth Group?
KFA Private Wealth Group contact info: Phone number: (703) 462-9475 Website: www.kfapwg.com
What does KFA Private Wealth Group do?

KFA Private Wealth Group is a full-service wealth management firm based in Tysons, Virginia, specializing in financial and tax planning for high earners, equity compensation, and the self-employed. The firm offers personalized services including holistic financial planning and tax-efficient investment strategies to help clients maximize their wealt... h and tax savings. Their target clients include individuals with equity compensation, self-employed professionals, and other high-income earners seeking expert guidance. KFA aims to simplify complex financial situations and provide comprehensive support for both short-term and long-term financial goals.Read More

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

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