LeRoy Wealth Management Group

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

4 Campus Dr, Parsippany, New Jersey, 070...

Phone Number

(973) 285-3600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About LeRoy Wealth Management Group

LeRoy Wealth Management Group specializes in bespoke financial planning and wealth management solutions tailored for high-net-worth individuals and families. With over three decades of experience, they are part of Summit Financial, one of the nation's leading independent financial planning firms. The company is dedicated to providing unparalleled expertise and personalized service to empower clients' legacies. Their offerings include retirement, investment, estate, insurance, tax, and lifestyle planning.Explore more
LeRoy Wealth Management Group's Social MediaPopular SearchesLeRoy Wealth Management GroupLeRoy Wealth ManagementLeRoy Wealth Management Group at Summit Financial ...SIC Code 62,628NAICS Code 52,523Show more

LeRoy Wealth Management Group Org Chart

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Co-Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LeRoy Wealth Management G...

<$5M
1-10
Private
-
-
NB
Noreen BrownCo-Chief Investment Officer
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
JR
James RocheFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LeRoy Wealth Management Group Tech Stack

A closer look at the technologies used by LeRoy Wealth Management Group

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Frequently Asked Questions Regarding LeRoy Wealth Management Group

What is LeRoy Wealth Management Group's official website?
LeRoy Wealth Management Group's official website is www.leroywealth.com
What is LeRoy Wealth Management Group's Revenue?
LeRoy Wealth Management Group's revenue is <$5 Million
What is LeRoy Wealth Management Group's SIC code?
LeRoy Wealth Management Group's SIC: 62,628
What is LeRoy Wealth Management Group's NAICS code?
LeRoy Wealth Management Group's NAICS: 52,523
How many employees does LeRoy Wealth Management Group have?
LeRoy Wealth Management Group has 1-10 employees
What industry does LeRoy Wealth Management Group belong to?
LeRoy Wealth Management Group is in the industry of: Finance, Securities Trading
What is LeRoy Wealth Management Group competition?
LeRoy Wealth Management Group top competitors include: Kolinsky Wealth Management, Copper Canyon Wealth Management, Focus Financial Network, Waterford Advisors
What technology does LeRoy Wealth Management Group use?
Some of the popular technologies that LeRoy Wealth Management Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact LeRoy Wealth Management Group?
LeRoy Wealth Management Group contact info: Phone number: (973) 285-3600 Website: www.leroywealth.com
What does LeRoy Wealth Management Group do?

LeRoy Wealth Management Group specializes in bespoke financial planning and wealth management solutions tailored for high-net-worth individuals and families. With over three decades of experience, they are part of Summit Financial, one of the nation's leading independent financial planning firms. The company is dedicated to providing unparalleled e... xpertise and personalized service to empower clients' legacies. Their offerings include retirement, investment, estate, insurance, tax, and lifestyle planning.Read More

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

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