Kris Lewicki & Associates

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

7401 Wiles Rd Ste 323, Coral Springs, Fl...

Phone Number

(954) 866-3563

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Kris Lewicki & Associates

Kris Lewicki & Associates is an independent, fee-only financial planning and wealth management firm serving clients in Florida and nationwide. They specialize in retirement planning, investment management, tax and estate strategies, and financial planning for business owners. As fiduciary advisors, they provide objective advice and personalized plans tailored to clients' goals. Their mission is to help clients achieve financial independence through disciplined strategies and clear guidance.Explore more
Kris Lewicki & Associates's Social MediaPopular SearchesKris Lewicki & Associates LLCKris Lewicki and Associates LLCKris Lewicki Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Kris Lewicki & Associates Org Chart

PhoneEmail
EL
United States flag for contact location.

Relationship Manager

PhoneEmail
KL
United States flag for contact location.

Certified Financial Planner & Practitioner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kris Lewicki & Associates

<$5M
1-10
Private
-
2011
EL
Eric LewickiRelationship Manager
<$5M
1-10
Private
-
2004
Robert Rall, President & Founder at Rall Capital Management
Robert RallPresident & Founder
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
JB
James BradleyFounder & President
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Kris Lewicki & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kris Lewicki & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kris Lewicki & Associates.

Kris Lewicki & Associates Tech Stack

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Frequently Asked Questions Regarding Kris Lewicki & Associates

What is Kris Lewicki & Associates's official website?
Kris Lewicki & Associates's official website is www.krislewickiandassociates.com
What is Kris Lewicki & Associates's Revenue?
Kris Lewicki & Associates's revenue is <$5 Million
What is Kris Lewicki & Associates's SIC code?
Kris Lewicki & Associates's SIC: 62,628
What is Kris Lewicki & Associates's NAICS code?
Kris Lewicki & Associates's NAICS: 52,523
How many employees does Kris Lewicki & Associates have?
Kris Lewicki & Associates has 1-10 employees
What industry does Kris Lewicki & Associates belong to?
Kris Lewicki & Associates is in the industry of: Finance, Securities Trading
What is Kris Lewicki & Associates competition?
Kris Lewicki & Associates top competitors include: Rall Capital Management, Fleurus Investment Advisory, Appaloosa Wealth Management, Penobscot Financial Advisors
What technology does Kris Lewicki & Associates use?
Some of the popular technologies that Kris Lewicki & Associates uses are: Cloudflare Website Optimization, Cloudflare CDN, GoDaddy DNS, Amazon Web Hosting
How do I contact Kris Lewicki & Associates?
Kris Lewicki & Associates contact info: Phone number: (954) 866-3563 Website: www.krislewickiandassociates.com
What does Kris Lewicki & Associates do?

Kris Lewicki & Associates is an independent, fee-only financial planning and wealth management firm serving clients in Florida and nationwide. They specialize in retirement planning, investment management, tax and estate strategies, and financial planning for business owners. As fiduciary advisors, they provide objective advice and personalized pla... ns tailored to clients' goals. Their mission is to help clients achieve financial independence through disciplined strategies and clear guidance.Read More

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

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