Lansdowne Wealth Management

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

31 Willow St, Mystic, Connecticut, 06355...

Phone Number

(860) 245-5078

Revenue

<$5 Million

Industry

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

Lansdowne Wealth Management, LLC is an independent, fee-only financial advisory firm located in Mystic, CT, specializing in retirement-focused financial planning. The firm, led by Robert Henderson, CFP®, offers comprehensive services including investment management, divorce financial planning, and personalized advice tailored to clients' unique financial goals. As a Registered Investment Advisor and a CERTIFIED FINANCIAL PLANNER professional, they are dedicated to acting in the best interest of their clients without sales commissions or proprietary products. Their target clients are individuals seeking a fiduciary commitment to help navigate their financial journeys towards a secure retirement.Explore more
Lansdowne Wealth Management's Social MediaPopular Searcheslansdowne wealth management LLCLansdowne Wealth ManagementRobert HendersonSIC Code 62,628NAICS Code 52,523Show more

Lansdowne Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lansdowne Wealth Manageme...

<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lansdowne Wealth Management Tech Stack

A closer look at the technologies used by Lansdowne Wealth Management

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Frequently Asked Questions Regarding Lansdowne Wealth Management

What is Lansdowne Wealth Management's official website?
Lansdowne Wealth Management's official website is www.lwmwealth.com
What is Lansdowne Wealth Management's Revenue?
Lansdowne Wealth Management's revenue is <$5 Million
What is Lansdowne Wealth Management's SIC code?
Lansdowne Wealth Management's SIC: 62,628
What is Lansdowne Wealth Management's NAICS code?
Lansdowne Wealth Management's NAICS: 52,523
How many employees does Lansdowne Wealth Management have?
Lansdowne Wealth Management has 1-10 employees
What industry does Lansdowne Wealth Management belong to?
Lansdowne Wealth Management is in the industry of: Finance, Securities Trading
What is Lansdowne Wealth Management competition?
Lansdowne Wealth Management top competitors include: Lansdowne Wealth Management, Selkirk Wealth Advisors, Darrow Wealth Management, Pillar Wealth Management
What technology does Lansdowne Wealth Management use?
Some of the popular technologies that Lansdowne Wealth Management uses are: reCAPTCHA, Google AdSense, Eploy, Engage ATS
How do I contact Lansdowne Wealth Management?
Lansdowne Wealth Management contact info: Phone number: (860) 245-5078 Website: www.lwmwealth.com
What does Lansdowne Wealth Management do?

Lansdowne Wealth Management, LLC is an independent, fee-only financial advisory firm located in Mystic, CT, specializing in retirement-focused financial planning. The firm, led by Robert Henderson, CFP®, offers comprehensive services including investment management, divorce financial planning, and personalized advice tailored to clients' unique fin... ancial goals. As a Registered Investment Advisor and a CERTIFIED FINANCIAL PLANNER professional, they are dedicated to acting in the best interest of their clients without sales commissions or proprietary products. Their target clients are individuals seeking a fiduciary commitment to help navigate their financial journeys towards a secure retirement.Read More

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

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