Longleaf Wealth Management Group

Finance · Alabama, United States · 11-50 Employees

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Overview

Headquarters

1500 Leighton Ave, Anniston, Alabama, 36...

Phone Number

(256) 770-8040

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
1
1
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About Longleaf Wealth Management Group

Pine Bend Wealth Management, formerly known as Longleaf Wealth Management Group, LLC, offers comprehensive financial services including wealth management, retirement planning, portfolio management, and educational funding. With over 40 years of combined experience, the firm emphasizes trust and open communication, ensuring that clients are at the center of their operations. Their diverse team collaborates with a wide range of clients, from individuals starting their careers to business owners and retirees, to create customized financial plans. The company is dedicated to helping clients achieve their financial goals while minimizing tax exposure and managing investments effectively.Explore more
Longleaf Wealth Management Group's Social MediaPopular SearchesLongleaf Wealth Management Group LLCLongleaf WMGSIC Code 62,628NAICS Code 52,523Show more

Longleaf Wealth Management Group Org Chart

PhoneEmail
JM
United States flag for contact location.

Director, Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longleaf Wealth Managemen...

<$5M
11-50
Private
-
-
JM
Jessica McCauleyDirector, Marketing
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
1962
MA
Mike AlbanoFinancial Advisor
<$5M
1-10
Private
-
2005
TC
Timothy ChenManager, Wealth Registered Investment & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Longleaf Wealth Management Group Tech Stack

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

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Frequently Asked Questions Regarding Longleaf Wealth Management Group

What is Longleaf Wealth Management Group's official website?
Longleaf Wealth Management Group's official website is www.longleafwmg.com
What is Longleaf Wealth Management Group's Revenue?
Longleaf Wealth Management Group's revenue is <$5 Million
What is Longleaf Wealth Management Group's SIC code?
Longleaf Wealth Management Group's SIC: 62,628
What is Longleaf Wealth Management Group's NAICS code?
Longleaf Wealth Management Group's NAICS: 52,523
How many employees does Longleaf Wealth Management Group have?
Longleaf Wealth Management Group has 11-50 employees
What industry does Longleaf Wealth Management Group belong to?
Longleaf Wealth Management Group is in the industry of: Finance, Securities Trading
What is Longleaf Wealth Management Group competition?
Longleaf Wealth Management Group top competitors include: Stockade Wealth Management, Reynolds Wealth Management, Focus Financial Network, Fortune Wealth Management
What technology does Longleaf Wealth Management Group use?
Some of the popular technologies that Longleaf Wealth Management Group uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Wix
How do I contact Longleaf Wealth Management Group?
Longleaf Wealth Management Group contact info: Phone number: (256) 770-8040 Website: www.longleafwmg.com
What does Longleaf Wealth Management Group do?

Pine Bend Wealth Management, formerly known as Longleaf Wealth Management Group, LLC, offers comprehensive financial services including wealth management, retirement planning, portfolio management, and educational funding. With over 40 years of combined experience, the firm emphasizes trust and open communication, ensuring that clients are at the c... enter of their operations. Their diverse team collaborates with a wide range of clients, from individuals starting their careers to business owners and retirees, to create customized financial plans. The company is dedicated to helping clients achieve their financial goals while minimizing tax exposure and managing investments effectively.Read More

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

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