Koob Wealth Management

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

4517 Allendale Dr, Saint Paul, Minnesota...

Phone Number

(651) 330-4996

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
2
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About Koob Wealth Management

Koob Wealth Management LLC offers full-service wealth management focused on investment management, retirement planning, estate planning strategies, and education planning. With over 31 years of experience, they emphasize a personal touch in their approach, working closely with clients to tailor strategies to their unique financial situations. Their process includes understanding clients' needs, developing investment strategies, and providing ongoing monitoring and performance reports. They aim to help individuals and businesses build, manage, preserve, and transition wealth for future generations.Explore more
Popular SearchesKoob Wealth Management LLCKoobwealthXeeb Koob LLCkoobwealthmanagement.comKoob WealthSIC Code 62,628NAICS Code 52,523Show more

Koob Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Koob Wealth Management

<$5M
1-10
Private
-
2010
$6.4M
1-10
Private
<$5M
2016
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
KS
Kimberly StewartDirector, Planning
<$5M
1-10
Private
-
2001
JH
Jamie HeadLpl Investment Advisor & Representative
<$5M
1-10
Private
-
-
JB
Joseph BihEnterprise Data Reporting & Analytics Engineering Leader & Tableau Consultant
<$5M
1-10
Private
-
2001
NT
Nancy TyreAdministrative Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Koob Wealth Management Tech Stack

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Frequently Asked Questions Regarding Koob Wealth Management

What is Koob Wealth Management's official website?
Koob Wealth Management's official website is www.koobwealthmanagement.com
What is Koob Wealth Management's Revenue?
Koob Wealth Management's revenue is <$5 Million
What is Koob Wealth Management's SIC code?
Koob Wealth Management's SIC: 62,628
What is Koob Wealth Management's NAICS code?
Koob Wealth Management's NAICS: 52,523
How many employees does Koob Wealth Management have?
Koob Wealth Management has 1-10 employees
What industry does Koob Wealth Management belong to?
Koob Wealth Management is in the industry of: Finance, Securities Trading
What is Koob Wealth Management competition?
Koob Wealth Management top competitors include: Titan Wealth Management, Kessler Investments, Jamie Head - LPL Financial, Gary W Dorsey & Associates
What technology does Koob Wealth Management use?
Some of the popular technologies that Koob Wealth Management uses are: Drupal, Google Tag Manager, GoDaddy DNS, jsDelivr
How do I contact Koob Wealth Management?
Koob Wealth Management contact info: Phone number: (651) 330-4996 Website: www.koobwealthmanagement.com
What does Koob Wealth Management do?

Koob Wealth Management LLC offers full-service wealth management focused on investment management, retirement planning, estate planning strategies, and education planning. With over 31 years of experience, they emphasize a personal touch in their approach, working closely with clients to tailor strategies to their unique financial situations. Their... process includes understanding clients' needs, developing investment strategies, and providing ongoing monitoring and performance reports. They aim to help individuals and businesses build, manage, preserve, and transition wealth for future generations.Read More

Is Koob Wealth Management a public company?
Koob Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Koob Wealth Management

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