Markland Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1230 Rosecrans Ave Ste 610, Manhattan Be...

Phone Number

(310) 643-7750

Revenue

<$5 Million

Industry

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

Markland Wealth Management, Inc. specializes in comprehensive Collaborative Wealth Management, acting as the Chief Financial Officer for families to simplify their financial complexities. The firm focuses on guiding, educating, and supporting clients in developing and managing lifelong financial plans tailored to their unique needs and goals. Their services include retirement planning, investment management, estate planning, insurance, and tax strategies. With a team of experienced professionals, they aim to address the financial challenges individuals face as they prepare for retirement and beyond.Explore more
Markland Wealth Management's Social MediaPopular SearchesMarkland Wealth Management IncMarkland Wealth ManagementMac Wealth Mgt IncMarkland Mark, CFPMac Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Markland Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Markland Wealth Managemen...

<$5M
1-10
Private
-
1987
$6.2M
11-50
Private
-
2004
JG
Janette GellertBusiness Development Manager, Marketing
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
1998
CK
Cynthia KaskieOffice Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2004
GJ
Greg JohnstoneDirector, Advisory Services
<$5M
1-10
Private
-
-
CE
Charlene EwingClient Service Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Markland Wealth Management Tech Stack

A closer look at the technologies used by Markland Wealth Management

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Frequently Asked Questions Regarding Markland Wealth Management

What is Markland Wealth Management's official website?
Markland Wealth Management's official website is www.marklandwealth.com
What is Markland Wealth Management's Revenue?
Markland Wealth Management's revenue is <$5 Million
What is Markland Wealth Management's SIC code?
Markland Wealth Management's SIC: 62,628
What is Markland Wealth Management's NAICS code?
Markland Wealth Management's NAICS: 52,523
How many employees does Markland Wealth Management have?
Markland Wealth Management has 1-10 employees
What industry does Markland Wealth Management belong to?
Markland Wealth Management is in the industry of: Finance, Securities Trading
What is Markland Wealth Management competition?
Markland Wealth Management top competitors include: San Diego Wealth Management, Copper Canyon Wealth Management, Ascential Wealth, delco financial services
What technology does Markland Wealth Management use?
Some of the popular technologies that Markland Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Enom DNS Hosting, Google Font API
How do I contact Markland Wealth Management?
Markland Wealth Management contact info: Phone number: (310) 643-7750 Website: www.marklandwealth.com
What does Markland Wealth Management do?

Markland Wealth Management, Inc. specializes in comprehensive Collaborative Wealth Management, acting as the Chief Financial Officer for families to simplify their financial complexities. The firm focuses on guiding, educating, and supporting clients in developing and managing lifelong financial plans tailored to their unique needs and goals. Their... services include retirement planning, investment management, estate planning, insurance, and tax strategies. With a team of experienced professionals, they aim to address the financial challenges individuals face as they prepare for retirement and beyond.Read More

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

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