Kilpatrick Advisors

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

2300 Lakeview Pkwy Ste 700, Alpharetta, ...

Phone Number

(404) 889-8000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Kilpatrick Advisors

Kilpatrick Advisors, based in Alpharetta, GA, specializes in financial planning, retirement planning, estate planning, and behavioral finance. The firm is dedicated to helping clients build multigenerational wealth through a goal-focused and plan-driven approach. They offer a range of services including investment management, insurance review, and succession planning for business owners. Kilpatrick Advisors prioritizes the needs and aspirations of their clients, advocating for disciplined long-term investment strategies.Explore more
Kilpatrick Advisors's Social MediaPopular SearchesKilpatrick Advisors IncKilpatrick AdvisorsKilpatrick Living TrustSIC Code 62,628NAICS Code 52,523Show more

Kilpatrick Advisors Org Chart

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United States flag for contact location.

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kilpatrick Advisors

<$5M
11-50
Private
-
2002
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
$5M
11-50
Private
-
-
KD
Kenna DossettOffice Manager
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2016
FK
Fadi KhouryManaging Partner and Financial Advisor
<$5M
1-10
Private
-
-
SH
Stacey HynesManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Kilpatrick Advisors Tech Stack

A closer look at the technologies used by Kilpatrick Advisors

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Frequently Asked Questions Regarding Kilpatrick Advisors

What is Kilpatrick Advisors's official website?
Kilpatrick Advisors's official website is www.kilpatrickadvisors.com
What is Kilpatrick Advisors's Revenue?
Kilpatrick Advisors's revenue is <$5 Million
What is Kilpatrick Advisors's SIC code?
Kilpatrick Advisors's SIC: 62,628
What is Kilpatrick Advisors's NAICS code?
Kilpatrick Advisors's NAICS: 52,523
How many employees does Kilpatrick Advisors have?
Kilpatrick Advisors has 11-50 employees
What industry does Kilpatrick Advisors belong to?
Kilpatrick Advisors is in the industry of: Finance, Securities Trading
What is Kilpatrick Advisors competition?
Kilpatrick Advisors top competitors include: JLB Wealth Management Group, Garrett Wealth Management, Mainsail Advisor Group, Ivory Wealth Management
What technology does Kilpatrick Advisors use?
Some of the popular technologies that Kilpatrick Advisors uses are: CSC Corporate Domains, Cloudflare Website Optimization, YouTube, Wistia
How do I contact Kilpatrick Advisors?
Kilpatrick Advisors contact info: Phone number: (404) 889-8000 Website: www.kilpatrickadvisors.com
What does Kilpatrick Advisors do?

Kilpatrick Advisors, based in Alpharetta, GA, specializes in financial planning, retirement planning, estate planning, and behavioral finance. The firm is dedicated to helping clients build multigenerational wealth through a goal-focused and plan-driven approach. They offer a range of services including investment management, insurance review, and... succession planning for business owners. Kilpatrick Advisors prioritizes the needs and aspirations of their clients, advocating for disciplined long-term investment strategies.Read More

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

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