Lofy Group Wealth Management

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

11120 N Tatum Blvd Ste 101, Phoenix, Ari...

Phone Number

(602) 953-5000

Revenue

<$5 Million

Industry

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

Lofy Group Wealth Management Inc. is a Phoenix-based financial services firm that specializes in comprehensive wealth management for wealthy families and successful businesses. They offer tailored investment management and legacy planning services, focusing on integrating financial strategies to help clients achieve their financial goals. The firm emphasizes a personal touch and a commitment to integrity, ensuring that clients are well-informed and in control of their financial affairs. Lofy Group aims to assist clients in growing, preserving, and transferring their wealth efficiently and effectively.Explore more
Lofy Group Wealth Management's Social MediaPopular SearchesLofy Group Wealth Management IncLofy Group West Management IncLofy Cpa PCGroup Financial ServicesLofty Cloud LLCSIC Code 62,628NAICS Code 52,523Show more

Lofy Group Wealth Management Org Chart

Thomas Lofy, Founder & Chief Executive Officer at Lofy Group Wealth Management
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Founder & Chief Executive Officer

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TC
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Office Manager and Special Projects Manager

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lofy Group Wealth Managem...

<$5M
1-10
Private
-
2002
Thomas Lofy, Founder & Chief Executive Officer at Lofy Group Wealth Management
Thomas LofyFounder & CEO
<$5M
1-10
Private
-
2006
TP
Thomas PrybyloFinancial Professional
<$5M
1-10
Private
-
2010
JB
Jerome BairdFinancial Professional
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
<$5M
1-10
Private
-
2008
TH
Ty HendrixLpl Branch Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lofy Group Wealth Management Tech Stack

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

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Frequently Asked Questions Regarding Lofy Group Wealth Management

What is Lofy Group Wealth Management's official website?
Lofy Group Wealth Management's official website is www.lofygroup.com
What is Lofy Group Wealth Management's Revenue?
Lofy Group Wealth Management's revenue is <$5 Million
What is Lofy Group Wealth Management's SIC code?
Lofy Group Wealth Management's SIC: 62,628
What is Lofy Group Wealth Management's NAICS code?
Lofy Group Wealth Management's NAICS: 52,523
How many employees does Lofy Group Wealth Management have?
Lofy Group Wealth Management has 1-10 employees
What industry does Lofy Group Wealth Management belong to?
Lofy Group Wealth Management is in the industry of: Finance, Securities Trading
What is Lofy Group Wealth Management competition?
Lofy Group Wealth Management top competitors include: Prokopec Wealth, Life Values Financial, Shah Wealth Management, Ty Hendrix Investment Management
What technology does Lofy Group Wealth Management use?
Some of the popular technologies that Lofy Group Wealth Management uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Lofy Group Wealth Management?
Lofy Group Wealth Management contact info: Phone number: (602) 953-5000 Website: www.lofygroup.com
What does Lofy Group Wealth Management do?

Lofy Group Wealth Management Inc. is a Phoenix-based financial services firm that specializes in comprehensive wealth management for wealthy families and successful businesses. They offer tailored investment management and legacy planning services, focusing on integrating financial strategies to help clients achieve their financial goals. The firm... emphasizes a personal touch and a commitment to integrity, ensuring that clients are well-informed and in control of their financial affairs. Lofy Group aims to assist clients in growing, preserving, and transferring their wealth efficiently and effectively.Read More

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

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