Kimery Wealth Management

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

6410 Poplar Ave Ste 100, Memphis, Tennes...

Phone Number

(901) 291-5500

Revenue

<$5 Million

Industry

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

About Kimery Wealth Management

Kimery Wealth Management is dedicated to empowering clients to confidently utilize their wealth to achieve their desired lifestyle. They focus on personal engagement, believing that trust is built through deeper conversations and meaningful relationships. The firm offers investment planning and wealth preservation services, catering to individuals who value a people-oriented approach. With a commitment to providing local access and proven expertise, they aim to help clients navigate global opportunities.Explore more
Kimery Wealth Management's Social MediaPopular SearchesKimery Wealth ManagementKimery Wealth Management LLCKimery WealthJonathan McAlister, CFP - FinancialJonathan McAlister, CFP - Financial PlannerSIC Code 62,628NAICS Code 52,523Show more

Kimery Wealth Management Org Chart

Kevin Kimery, Founder & Chief Executive Officer at Kimery Wealth Management
United States flag for contact location.

Founder & Chief Executive Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
CD
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Senior Executive Assistant To Chief Human Res...

PhoneEmail
KH
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Client Services Associate

PhoneEmail
MH
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Founding Partner and Senior Investment Adviso...

PhoneEmail
RD
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Junior Financial Analyst

PhoneEmail
TN
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Senior Investment Analyst

PhoneEmail
LK
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Executive Assistant

PhoneEmail
JC
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Executive Assistant

PhoneEmail
JM
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Executive Assistant

PhoneEmail
JM
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Financial Planner

PhoneEmail
AB
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Senior Investment Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kimery Wealth Management

<$5M
11-50
Private
-
2017
Kevin Kimery, Founder & Chief Executive Officer at Kimery Wealth Management
Kevin KimeryFounder & CEO
$5.6M
11-50
Private
<$5M
2012
RD
Richard DeFrancescoChief Operating Officer
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2010
BH
Bradley HainesChief Investment Officer
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kimery Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Kimery Wealth Management Tech Stack

A closer look at the technologies used by Kimery Wealth Management

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Frequently Asked Questions Regarding Kimery Wealth Management

What is Kimery Wealth Management's official website?
Kimery Wealth Management's official website is www.kimerywealth.com
What is Kimery Wealth Management's Revenue?
Kimery Wealth Management's revenue is <$5 Million
What is Kimery Wealth Management's SIC code?
Kimery Wealth Management's SIC: 62,628
What is Kimery Wealth Management's NAICS code?
Kimery Wealth Management's NAICS: 52,523
How many employees does Kimery Wealth Management have?
Kimery Wealth Management has 11-50 employees
What industry does Kimery Wealth Management belong to?
Kimery Wealth Management is in the industry of: Finance, Securities Trading
What is Kimery Wealth Management competition?
Kimery Wealth Management top competitors include: Waypoint Partners, HFG Wealth Management, Juncture Wealth Strategies, Sherwood Investment Services
What technology does Kimery Wealth Management use?
Some of the popular technologies that Kimery Wealth Management uses are: WordPress.org, PHP, Proofpoint, Adobe Typekit
How do I contact Kimery Wealth Management?
Kimery Wealth Management contact info: Phone number: (901) 291-5500 Website: www.kimerywealth.com
What does Kimery Wealth Management do?

Kimery Wealth Management is dedicated to empowering clients to confidently utilize their wealth to achieve their desired lifestyle. They focus on personal engagement, believing that trust is built through deeper conversations and meaningful relationships. The firm offers investment planning and wealth preservation services, catering to individuals... who value a people-oriented approach. With a commitment to providing local access and proven expertise, they aim to help clients navigate global opportunities.Read More

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

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