Lacroix Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

21515 Hawthorne Blvd Ste 246, Torrance, ...

Phone Number

(310) 722-6998

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
1
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About Lacroix Wealth Management

Lacroix Wealth Management, LLC specializes in providing tailored financial strategies, including retirement planning, financial planning, investment, estate, insurance, and tax services. The company is dedicated to guiding clients through life transitions with a focus on trust, honesty, and integrity. Their services are designed to help clients feel secure and prepared for the future. They cater to individuals seeking comprehensive financial management and planning solutions.Explore more
Lacroix Wealth Management's Social MediaPopular SearchesLacroix Wealth Management LLCLacroix Management LLClacroixwm.comSIC Code 62,628NAICS Code 52,523Show more

Lacroix Wealth Management Org Chart

PhoneEmail
ML
United States flag for contact location.

Director, Marketing & Development

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lacroix Wealth Management

<$5M
1-10
Private
-
2010
ML
Megan LacroixDirector, Marketing & Development
$5.5M
11-50
Private
-
1984
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1997
CH
Craig HellmerPresident & Senior Manager, Wealth
<$5M
1-10
Private
-
2007
SA
Shelly ArosFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lacroix Wealth Management Tech Stack

A closer look at the technologies used by Lacroix Wealth Management

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Frequently Asked Questions Regarding Lacroix Wealth Management

What is Lacroix Wealth Management's official website?
Lacroix Wealth Management's official website is www.lacroixwm.com
What is Lacroix Wealth Management's Revenue?
Lacroix Wealth Management's revenue is <$5 Million
What is Lacroix Wealth Management's SIC code?
Lacroix Wealth Management's SIC: 62,628
What is Lacroix Wealth Management's NAICS code?
Lacroix Wealth Management's NAICS: 52,523
How many employees does Lacroix Wealth Management have?
Lacroix Wealth Management has 1-10 employees
What industry does Lacroix Wealth Management belong to?
Lacroix Wealth Management is in the industry of: Finance, Securities Trading
What is Lacroix Wealth Management competition?
Lacroix Wealth Management top competitors include: Synergy Wealth Management, smoakfinancialsolutions.com, Rogers & Rogers, Live Oak Wealth Management
What technology does Lacroix Wealth Management use?
Some of the popular technologies that Lacroix Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Lacroix Wealth Management?
Lacroix Wealth Management contact info: Phone number: (310) 722-6998 Website: www.lacroixwm.com
What does Lacroix Wealth Management do?

Lacroix Wealth Management, LLC specializes in providing tailored financial strategies, including retirement planning, financial planning, investment, estate, insurance, and tax services. The company is dedicated to guiding clients through life transitions with a focus on trust, honesty, and integrity. Their services are designed to help clients fee... l secure and prepared for the future. They cater to individuals seeking comprehensive financial management and planning solutions.Read More

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

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