Mastodon Advisory Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2651 Kipling St Apt 2602, Houston, Texas...

Revenue

$18 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Mastodon Advisory Group

Mastodon Advisory Group is a boutique financial services firm based in Houston, TX, specializing in financial planning for individuals with special needs. They offer a fee-based investment management platform, focusing on special needs trusts and planning. The firm operates as a Registered Investment Adviser and provides services through Registered Representatives of Cambridge Investment Research, Inc. Their intended clients are families and individuals seeking specialized financial solutions for special needs planning.Explore more
Mastodon Advisory Group's Social MediaPopular SearchesMastodon Advisory GroupMastodon Advisory Group LLCSIC Code 62,628NAICS Code 52,523Show more

Mastodon Advisory Group Org Chart

Warren Bane, Chief Executive Officer at Mastodon Advisory Group
United States flag for contact location.

Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mastodon Advisory Group

$18M
1-10
Private
-
2016
<$5M
1-10
Private
-
-
DR
Daniel RishelWealth Advisor
<$5M
1-10
Private
-
-
KH
Kelly HigginsCertified Financial Planner & Professional
<$5M
1-10
Private
-
2016
SW
Sean WilliamsWealth Advisor
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
<$5M
1-10
Private
-
2009
N/A
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Company Profile Activity

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High Activity

Activity Insights

Mastodon Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Mastodon Advisory Group Tech Stack

A closer look at the technologies used by Mastodon Advisory Group

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Frequently Asked Questions Regarding Mastodon Advisory Group

What is Mastodon Advisory Group's official website?
Mastodon Advisory Group's official website is www.mastodonllc.com
What is Mastodon Advisory Group's Revenue?
Mastodon Advisory Group's revenue is $18 Million
What is Mastodon Advisory Group's SIC code?
Mastodon Advisory Group's SIC: 62,628
What is Mastodon Advisory Group's NAICS code?
Mastodon Advisory Group's NAICS: 52,523
How many employees does Mastodon Advisory Group have?
Mastodon Advisory Group has 1-10 employees
What industry does Mastodon Advisory Group belong to?
Mastodon Advisory Group is in the industry of: Finance, Securities Trading
What is Mastodon Advisory Group competition?
Mastodon Advisory Group top competitors include: Dédé Wealth Management, Beyond Financial Planning, Lautus Wealth Advisory, Touchstone Partners
What technology does Mastodon Advisory Group use?
Some of the popular technologies that Mastodon Advisory Group uses are: WordPress.org, Barracuda Networks, Google Font API, Microsoft 365
What does Mastodon Advisory Group do?

Mastodon Advisory Group is a boutique financial services firm based in Houston, TX, specializing in financial planning for individuals with special needs. They offer a fee-based investment management platform, focusing on special needs trusts and planning. The firm operates as a Registered Investment Adviser and provides services through Registered... Representatives of Cambridge Investment Research, Inc. Their intended clients are families and individuals seeking specialized financial solutions for special needs planning.Read More

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

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