KT Wealth Management

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

56 Main St Ste 1&2, Warwick, New York, 1...

Phone Number

(631) 845-5100

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About KT Wealth Management

KT Wealth Management specializes in modern retirement income planning that emphasizes growth, safety, and smart withdrawals to alleviate financial stress during retirement. They offer a range of services including financial planning, investment management, and insurance services tailored to meet the unique needs of families and small businesses. The firm is led by Kerim Tulun, a Certified Financial Planner dedicated to helping clients navigate the complexities of wealth management. With the support of Fidelity NFS, KT Wealth Management is committed to safeguarding client assets and achieving their financial goals.Explore more
KT Wealth Management's Social MediaPopular SearchesKT Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

KT Wealth Management Org Chart

PhoneEmail
CC
United States flag for contact location.

Client Services Associate

PhoneEmail
KT
United States flag for contact location.

Registered Representative and Investment Advi...

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KT Wealth Management

<$5M
11-50
Private
-
2021
CC
Christy CrapoClient Services Associate
<$5M
1-10
Private
-
2017
ML
Matthew LusinsFounder & Chief Information Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MM
Mariana MirandaManager, Operations
<$5M
1-10
Private
-
2007
N/A
<$5M
1-10
Private
-
2019
SM
Samuel McGeeCEO & Founder
<$5M
1-10
Private
-
2021
MQ
Mandi QuickeChief Operations Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

KT Wealth Management Tech Stack

A closer look at the technologies used by KT Wealth Management

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Frequently Asked Questions Regarding KT Wealth Management

What is KT Wealth Management's official website?
KT Wealth Management's official website is www.ktwealthmanagement.com
What is KT Wealth Management's Revenue?
KT Wealth Management's revenue is <$5 Million
What is KT Wealth Management's SIC code?
KT Wealth Management's SIC: 62,628
What is KT Wealth Management's NAICS code?
KT Wealth Management's NAICS: 52,523
How many employees does KT Wealth Management have?
KT Wealth Management has 11-50 employees
What industry does KT Wealth Management belong to?
KT Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is KT Wealth Management competition?
KT Wealth Management top competitors include: Granite Wealth Management, Cortez Wealth Management, Yost Wealth Management, Crestmont Private Wealth
What technology does KT Wealth Management use?
Some of the popular technologies that KT Wealth Management uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact KT Wealth Management?
KT Wealth Management contact info: Phone number: (631) 845-5100 Website: www.ktwealthmanagement.com
What does KT Wealth Management do?

KT Wealth Management specializes in modern retirement income planning that emphasizes growth, safety, and smart withdrawals to alleviate financial stress during retirement. They offer a range of services including financial planning, investment management, and insurance services tailored to meet the unique needs of families and small businesses. Th... e firm is led by Kerim Tulun, a Certified Financial Planner dedicated to helping clients navigate the complexities of wealth management. With the support of Fidelity NFS, KT Wealth Management is committed to safeguarding client assets and achieving their financial goals.Read More

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

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