Kotys Wealth Professionals
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
1111 Glendale Blvd Ste 105, Valparaiso, ...Phone Number
(219) 465-6924Website
www.kotyswealthpro.comRevenue
$5.1 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Kotys Wealth Professionals
Kotys Wealth Professionals is a fee-only fiduciary firm based in Valparaiso, IN, specializing in comprehensive financial planning and rules-based investment management. They prioritize their clients' interests above all, aiming to provide exceptional service in navigating complex wealth management issues. The company focuses on becoming a trusted advisor, allowing clients to pursue their passions with confidence in their financial management. Their personalized approach includes an initial no-cost meeting, data gathering, and ongoing monitoring to ensure clients stay on track toward their financial goals.Explore more
Kotys Wealth Professionals Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Kotys Wealth Professionals is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Kotys Wealth Professionals is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kotys Wealth Professionals.
Kotys Wealth Professionals Tech Stack
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Kotys Wealth Professionals is a fee-only fiduciary firm based in Valparaiso, IN, specializing in comprehensive financial planning and rules-based investment management. They prioritize their clients' interests above all, aiming to provide exceptional service in navigating complex wealth management issues. The company focuses on becoming a trusted a... Read More
