KMG Private Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

4711 Golf Rd Ste 705, Skokie, Illinois, ...

Phone Number

(847) 679-7889

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About KMG Private Wealth Management

KMG Wealth Management provides personalized financial planning services, focusing on understanding clients' goals, values, and financial status. They develop tailored investment strategies and implement plans that align with clients' needs and risk tolerance. The firm conducts regular performance reviews and offers ongoing support to adapt to clients' changing circumstances. Their services cater to individuals seeking assistance with retirement, investment, estate planning, insurance, and tax matters.Explore more
KMG Private Wealth Management's Social MediaPopular SearchesKMG Private Wealth ManagementKMG Wealth Managementkmgprivatewealth.comPrivate Wealth ManagementKMG Private Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

KMG Private Wealth Management Org Chart

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JK
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Managing Partner

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Managing Partner

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AC
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Computer Engineer

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AB
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Software Engineer

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PW
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Software Engineer

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LB
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Computer Engineer

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ER
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Software Engineer

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BM
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Software Engineer

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AA
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Business Professional

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MG
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Business Professional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KMG Private Wealth Manage...

<$5M
1-10
Private
-
2007
JK
James KoliatsisManaging Partner
<$5M
11-50
Private
<$5M
-
SM
Stephanie MattisonManager, Operations & Business
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
GS
George SinsChief Investment Officer
<$5M
1-10
Private
-
2017
BO
Barry OzerFinancial Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

KMG Private Wealth Management Tech Stack

A closer look at the technologies used by KMG Private Wealth Management

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Frequently Asked Questions Regarding KMG Private Wealth Management

What is KMG Private Wealth Management's official website?
KMG Private Wealth Management's official website is www.kmgwm.com
What is KMG Private Wealth Management's Revenue?
KMG Private Wealth Management's revenue is <$5 Million
What is KMG Private Wealth Management's SIC code?
KMG Private Wealth Management's SIC: 62,628
What is KMG Private Wealth Management's NAICS code?
KMG Private Wealth Management's NAICS: 52,523
How many employees does KMG Private Wealth Management have?
KMG Private Wealth Management has 1-10 employees
What industry does KMG Private Wealth Management belong to?
KMG Private Wealth Management is in the industry of: Finance, Securities Trading
What is KMG Private Wealth Management competition?
KMG Private Wealth Management top competitors include: Mastey Financial Group, Federalretirementplan.com, Magnolia Capital Partners, Goss Wealth Management
What technology does KMG Private Wealth Management use?
Some of the popular technologies that KMG Private Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Microsoft 365
How do I contact KMG Private Wealth Management?
KMG Private Wealth Management contact info: Phone number: (847) 679-7889 Website: www.kmgwm.com
What does KMG Private Wealth Management do?

KMG Wealth Management provides personalized financial planning services, focusing on understanding clients' goals, values, and financial status. They develop tailored investment strategies and implement plans that align with clients' needs and risk tolerance. The firm conducts regular performance reviews and offers ongoing support to adapt to clien... ts' changing circumstances. Their services cater to individuals seeking assistance with retirement, investment, estate planning, insurance, and tax matters.Read More

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

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