Lionshead Wealth Management

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

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Overview

Headquarters

1212 Avenue of the Americas Ste 1901, Ne...

Phone Number

(212) 967-5466

Revenue

<$5 Million

Industry

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

About Lionshead Wealth Management

Lionshead Wealth Management, LLC is a wealth and asset management boutique that specializes in providing tailored financial care to high net worth individuals, families, and business owners. Their services include financial planning, retirement planning, estate plans, and comprehensive 401(k) development. The firm emphasizes a collaborative approach, offering personalized attention and creative solutions to help clients achieve their financial goals. With a focus on long-term outcomes, Lionshead aims to maximize investments and secure a prosperous financial future for their clients.Explore more
Lionshead Wealth Management's Social MediaPopular SearchesLionshead Wealth Management LLCLionshead Wealth ManagementLionsheadLionshead Financial Planning CoLionshead Management Services LLCSIC Code 62,628NAICS Code 52,523Show more

Lionshead Wealth Management Org Chart

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Associate

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Private Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lionshead Wealth Manageme...

<$5M
1-10
Private
-
2000
$12.3M
11-50
Private
-
1993
$5M
11-50
Private
-
2000
TH
Tavis HolsingerFinancial Advisor
<$5M
11-50
Private
-
1997
YO
Yvonne OlsonVice President
<$5M
1-10
Private
-
2015
GD
Gene De KruifManager, Wealth
<$5M
1-10
Private
-
2003
NA
Nick AllenPortfolio Manager & Research Analyst
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lionshead Wealth Management Tech Stack

A closer look at the technologies used by Lionshead Wealth Management

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Frequently Asked Questions Regarding Lionshead Wealth Management

What is Lionshead Wealth Management's official website?
Lionshead Wealth Management's official website is www.lionsheadwealth.com
What is Lionshead Wealth Management's Revenue?
Lionshead Wealth Management's revenue is <$5 Million
What is Lionshead Wealth Management's SIC code?
Lionshead Wealth Management's SIC: 62,628
What is Lionshead Wealth Management's NAICS code?
Lionshead Wealth Management's NAICS: 52,523
How many employees does Lionshead Wealth Management have?
Lionshead Wealth Management has 1-10 employees
What industry does Lionshead Wealth Management belong to?
Lionshead Wealth Management is in the industry of: Finance, Securities Trading
What is Lionshead Wealth Management competition?
Lionshead Wealth Management top competitors include: Catalyst Retirement Advisors, ICON Financial, Aspen Wealth Management, Covington Investment Advisors
What technology does Lionshead Wealth Management use?
Some of the popular technologies that Lionshead Wealth Management uses are: Sentry, F5 BIG-IP Platform, MailMunch, GoDaddy DNS
How do I contact Lionshead Wealth Management?
Lionshead Wealth Management contact info: Phone number: (212) 967-5466 Website: www.lionsheadwealth.com
What does Lionshead Wealth Management do?

Lionshead Wealth Management, LLC is a wealth and asset management boutique that specializes in providing tailored financial care to high net worth individuals, families, and business owners. Their services include financial planning, retirement planning, estate plans, and comprehensive 401(k) development. The firm emphasizes a collaborative approac... h, offering personalized attention and creative solutions to help clients achieve their financial goals. With a focus on long-term outcomes, Lionshead aims to maximize investments and secure a prosperous financial future for their clients.Read More

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

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