Managed Money Concepts

Finance · Michigan, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

4293 Five Oaks Dr, Lansing, Michigan, 48...

Phone Number

(517) 882-7800

Revenue

<$5 Million

Industry

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

About Managed Money Concepts

Ataraxis Wealth Management, LLC is an independent financial advisory firm based in Lansing, Michigan, specializing in retirement and income planning. They assist clients in all stages of life, providing personalized guidance to help them articulate and pursue their financial goals. With over 20 years of experience, the firm prioritizes client service and aims to simplify the complexities of financial planning and investing. They serve clients locally and across the country, emphasizing trust and personalized attention.Explore more
Managed Money Concepts's Social MediaPopular SearchesManaged Money ConceptsManaged Money Concepts LLCManagedmoneyconcepts ComteamManaged Money Concepts LLCSIC Code 62,628NAICS Code 52,523Show more

Managed Money Concepts Org Chart

PhoneEmail
SD
United States flag for contact location.

Registered Representative and Registered Inve...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Managed Money Concepts your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Managed Money Concepts

Compare insights from companies similar to Managed Money Concepts, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Managed Money Concepts

<$5M
1-10
Private
-
1991
SD
Scott DorerRegistered Representative and Registered Investment Advisor Representative
<$5M
11-50
Private
-
2004
Matt Howard, President & Chief Executive Officer at Premier Wealth Management Group
Matt HowardPresident & CEO
<$5M
1-10
Private
-
2014
CA
Christopher AcevesVirtual Marketing Assistant
<$5M
1-10
Private
-
-
RH
Robert HurstCEO & Founder
<$5M
1-10
Private
-
2005
JC
Jenna CareySenior Client Service Specialist & Manager, Office
<$5M
1-10
Private
-
1995
DC
Diane CallisonClient Services Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Managed Money Concepts is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Managed Money Concepts is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Managed Money Concepts.

Managed Money Concepts Tech Stack

A closer look at the technologies used by Managed Money Concepts

Top Finance Companies

Frequently Asked Questions Regarding Managed Money Concepts

What is Managed Money Concepts's official website?
Managed Money Concepts's official website is www.managedmoneyconcepts.com
What is Managed Money Concepts's Revenue?
Managed Money Concepts's revenue is <$5 Million
What is Managed Money Concepts's SIC code?
Managed Money Concepts's SIC: 62,628
What is Managed Money Concepts's NAICS code?
Managed Money Concepts's NAICS: 52,523
How many employees does Managed Money Concepts have?
Managed Money Concepts has 1-10 employees
What industry does Managed Money Concepts belong to?
Managed Money Concepts is in the industry of: Finance, Securities Trading
What is Managed Money Concepts competition?
Managed Money Concepts top competitors include: Delmarva Financial Group, Oak Wealth Management, Hurst Financial Consulting, Premier Wealth Management Group
What technology does Managed Money Concepts use?
Some of the popular technologies that Managed Money Concepts uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Google Font API
How do I contact Managed Money Concepts?
Managed Money Concepts contact info: Phone number: (517) 882-7800 Website: www.managedmoneyconcepts.com
What does Managed Money Concepts do?

Ataraxis Wealth Management, LLC is an independent financial advisory firm based in Lansing, Michigan, specializing in retirement and income planning. They assist clients in all stages of life, providing personalized guidance to help them articulate and pursue their financial goals. With over 20 years of experience, the firm prioritizes client servi... ce and aims to simplify the complexities of financial planning and investing. They serve clients locally and across the country, emphasizing trust and personalized attention.Read More

What are Managed Money Concepts social media links?
Managed Money Concepts Linkedin page
Is Managed Money Concepts a public company?
Managed Money Concepts is private company therefore does not currently have an official ticker symbol
See more information about Managed Money Concepts

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.