Kort Advisor Group

Finance · 1-10 Employees

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Overview

Phone Number

(616) 566-0732

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Kort Advisor Group

Kort Advisor Group is a financial services firm based in Holland, MI, specializing in comprehensive wealth management solutions. They offer a range of services including investment planning, retirement planning, tax planning, legacy planning, and risk management. Their target clients are individuals seeking to simplify and coordinate their financial lives with the help of a dedicated team of independent financial professionals. The firm emphasizes a structured process to understand clients' financial goals and develop tailored plans to achieve them.Explore more
Kort Advisor Group's Social MediaPopular SearchesKort Advisor GroupKort Advisor Group LLCKort Advisor Group White.pngKort Trading LLCSIC Code 62,628NAICS Code 52,523Show more

Kort Advisor Group Org Chart

PhoneEmail
JO

Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kort Advisor Group

<$5M
1-10
Private
-
1997
JO
Janine OsterinkChief Compliance Officer
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
1989
RG
Robin GoettingManager, Client Services
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
2000
SO
Steven OsterinkChief Investment Officer
<$5M
1-10
Private
-
2018
JS
Jeremy ShippFounder & President
<$5M
1-10
Private
-
1984
JO
Janine OsterinkChief Compliance Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Kort Advisor Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Kort Advisor Group Tech Stack

A closer look at the technologies used by Kort Advisor Group

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Frequently Asked Questions Regarding Kort Advisor Group

What is Kort Advisor Group's official website?
Kort Advisor Group's official website is www.kortadvisorgroup.com
What is Kort Advisor Group's Revenue?
Kort Advisor Group's revenue is <$5 Million
What is Kort Advisor Group's SIC code?
Kort Advisor Group's SIC: 62,628
What is Kort Advisor Group's NAICS code?
Kort Advisor Group's NAICS: 52,523
How many employees does Kort Advisor Group have?
Kort Advisor Group has 1-10 employees
What industry does Kort Advisor Group belong to?
Kort Advisor Group is in the industry of: Finance, Securities Trading
What is Kort Advisor Group competition?
Kort Advisor Group top competitors include: Retirement Capital Planners, Phase 2 Wealth Advisors, Schaefer Wealth Management, Healthy Wealthy Wise
What technology does Kort Advisor Group use?
Some of the popular technologies that Kort Advisor Group uses are: Squarespace Online Stores, Adobe Typekit, GoDaddy DNS, Google Workspace
How do I contact Kort Advisor Group?
Kort Advisor Group contact info: Phone number: (616) 566-0732 Website: www.kortadvisorgroup.com
What does Kort Advisor Group do?

Kort Advisor Group is a financial services firm based in Holland, MI, specializing in comprehensive wealth management solutions. They offer a range of services including investment planning, retirement planning, tax planning, legacy planning, and risk management. Their target clients are individuals seeking to simplify and coordinate their financia... l lives with the help of a dedicated team of independent financial professionals. The firm emphasizes a structured process to understand clients' financial goals and develop tailored plans to achieve them.Read More

What are Kort Advisor Group social media links?
Kort Advisor Group Linkedin page
Is Kort Advisor Group a public company?
Kort Advisor Group is private company therefore does not currently have an official ticker symbol
See more information about Kort Advisor Group

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