KMH Financial Services

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

5613 Beam Ct, Bethesda, Maryland, 20817,...

Phone Number

(301) 986-1440

Revenue

<$5 Million

Industry

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

About KMH Financial Services

KMH Financial Services, LLC specializes in comprehensive financial planning and strategic investment management tailored to meet the individual needs of families. Their knowledgeable team is dedicated to providing personalized experiences that help clients achieve their financial goals with confidence. The company focuses on easing the burden of financial management, allowing clients to enjoy their lives while ensuring their financial future is secure. They serve a diverse clientele, emphasizing a family-oriented approach across all generations.Explore more
KMH Financial Services's Social MediaPopular SearchesKmh Financial Services LLCKmh Financial ServicesK M H Financial ServicesKMH Financial Servicekmhfinancialservices.comSIC Code 62,628NAICS Code 52,523Show more

KMH Financial Services Org Chart

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KF
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KMH Financial Services

<$5M
1-10
Private
-
2012
KF
Kara FranstedChief Operations Officer
<$5M
1-10
Private
-
1985
MM
Marjan MoshayediDirector, Human Resources
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
-
SB
Shelby BuckAdministrative Assistant, Marketing
<$5M
1-10
Private
-
-
JC
Julie ClausDirector, Branch of Operations
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

KMH Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

KMH Financial Services Tech Stack

A closer look at the technologies used by KMH Financial Services

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Frequently Asked Questions Regarding KMH Financial Services

What is KMH Financial Services's official website?
KMH Financial Services's official website is www.kmhfinancialservices.com
What is KMH Financial Services's Revenue?
KMH Financial Services's revenue is <$5 Million
What is KMH Financial Services's SIC code?
KMH Financial Services's SIC: 62,628
What is KMH Financial Services's NAICS code?
KMH Financial Services's NAICS: 52,523
How many employees does KMH Financial Services have?
KMH Financial Services has 1-10 employees
What industry does KMH Financial Services belong to?
KMH Financial Services is in the industry of: Finance, Securities Trading
What is KMH Financial Services competition?
KMH Financial Services top competitors include: Daniel R Cronauer and Associates, Tradewinds Wealth Management, Peak Mountain Advisors, SAGE Consulting & Wealth Management
What technology does KMH Financial Services use?
Some of the popular technologies that KMH Financial Services uses are: Cloudflare Website Optimization, Enom DNS Hosting, Google Font API, YouTube
How do I contact KMH Financial Services?
KMH Financial Services contact info: Phone number: (301) 986-1440 Website: www.kmhfinancialservices.com
What does KMH Financial Services do?

KMH Financial Services, LLC specializes in comprehensive financial planning and strategic investment management tailored to meet the individual needs of families. Their knowledgeable team is dedicated to providing personalized experiences that help clients achieve their financial goals with confidence. The company focuses on easing the burden of fi... nancial management, allowing clients to enjoy their lives while ensuring their financial future is secure. They serve a diverse clientele, emphasizing a family-oriented approach across all generations.Read More

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

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