Mcclure Wealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

701 Palomar Airport Rd Ste 125, Carlsbad...

Phone Number

(760) 607-0611

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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Mar
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May
ZI Rank
1
1
1
1
1
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About Mcclure Wealth

McClure Wealth Management is a financial planning and wealth management practice based in Carlsbad, California, specializing in retirement planning and investment management services. They cater to business owners, individual savers, and families, helping them design tailored retirement portfolios and optimize their financial strategies. With over 26 years of experience, the firm emphasizes a collaborative approach to ensure clients are on track to meet their financial goals. Their services include business 401(k) plans, financial advice, and comprehensive retirement plan design.Explore more
Mcclure Wealth's Social MediaPopular SearchesMcclure Wealth IncMcClure WealthMcClure Wealth ManagementMcclure ManagementCa/ Mcclure Investment Group Lp a DelawareSIC Code 62,628NAICS Code 52,523Show more

Mcclure Wealth Org Chart

PhoneEmail
WF
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mcclure Wealth

<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Mcclure Wealth Tech Stack

A closer look at the technologies used by Mcclure Wealth

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Frequently Asked Questions Regarding Mcclure Wealth

What is Mcclure Wealth's official website?
Mcclure Wealth's official website is www.mcclurewealth.com
What is Mcclure Wealth's Revenue?
Mcclure Wealth's revenue is <$5 Million
What is Mcclure Wealth's SIC code?
Mcclure Wealth's SIC: 62,628
What is Mcclure Wealth's NAICS code?
Mcclure Wealth's NAICS: 52,523
How many employees does Mcclure Wealth have?
Mcclure Wealth has 1-10 employees
What industry does Mcclure Wealth belong to?
Mcclure Wealth is in the industry of: Finance, Securities Trading
What is Mcclure Wealth competition?
Mcclure Wealth top competitors include: Stratos Wealth Advisors, Charles Carroll Financial Partners, Hull Wealth Management, Core Wealth Management
What technology does Mcclure Wealth use?
Some of the popular technologies that Mcclure Wealth uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Mcclure Wealth?
Mcclure Wealth contact info: Phone number: (760) 607-0611 Website: www.mcclurewealth.com
What does Mcclure Wealth do?

McClure Wealth Management is a financial planning and wealth management practice based in Carlsbad, California, specializing in retirement planning and investment management services. They cater to business owners, individual savers, and families, helping them design tailored retirement portfolios and optimize their financial strategies. With over... 26 years of experience, the firm emphasizes a collaborative approach to ensure clients are on track to meet their financial goals. Their services include business 401(k) plans, financial advice, and comprehensive retirement plan design.Read More

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

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