Mccutcheon Interests

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

7909 Northcourt Rd Ste 500, Houston, Tex...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1

About Mccutcheon Interests

McCutcheon Private Wealth provides wealth management services to a diverse clientele, including small business owners, retirees, families, and large corporations, both in Canada and internationally. The firm specializes in tax-effective investments, leveraging the expertise of its team, which includes a former securities lawyer. With nearly two decades of collaboration, the team focuses on customized financial solutions tailored to each client's unique goals. As part of Canaccord Genuity, they emphasize a partnership culture and a commitment to client success.Explore more
Popular SearchesMcCutcheon Interests LtdMccutcheon Investment CoCanaccord Genuity CorpJames Wallace McCutcheon FoundationMcCutcheon Family FoundationSIC Code 62,628NAICS Code 52,523Show more

Mccutcheon Interests Org Chart

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FM
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Senior Investment Advisor

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Compare insights from companies similar to Mccutcheon Interests, 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

Mccutcheon Interests

<$5M
11-50
Private
-
2017
FM
Frederick McCutcheonSenior Investment Advisor
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2013
ER
Eugene RiceWealth Advisor & President & Owner
<$5M
1-10
Private
-
2004
CT
Clay TerryFinancial Advisor
<$5M
1-10
Private
-
1997
N/A
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Company Profile Activity

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Activity Insights

Mccutcheon Interests is experiencing very low activity levels compared to other companies in the Finance sector.

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

Mccutcheon Interests Tech Stack

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Frequently Asked Questions Regarding Mccutcheon Interests

What is Mccutcheon Interests's official website?
Mccutcheon Interests's official website is www.mccutcheonprivatewealth.com
What is Mccutcheon Interests's Revenue?
Mccutcheon Interests's revenue is <$5 Million
What is Mccutcheon Interests's SIC code?
Mccutcheon Interests's SIC: 62,628
What is Mccutcheon Interests's NAICS code?
Mccutcheon Interests's NAICS: 52,523
How many employees does Mccutcheon Interests have?
Mccutcheon Interests has 11-50 employees
What industry does Mccutcheon Interests belong to?
Mccutcheon Interests is in the industry of: Finance, Securities Trading
What is Mccutcheon Interests competition?
Mccutcheon Interests top competitors include: Eppolito Financial Strategies, Wealth Preservation Advisors, Chronos Wealth Management, Terry Investment Group
What technology does Mccutcheon Interests use?
Some of the popular technologies that Mccutcheon Interests uses are: Google Tag Manager, Google Global Site Tag
What does Mccutcheon Interests do?

McCutcheon Private Wealth provides wealth management services to a diverse clientele, including small business owners, retirees, families, and large corporations, both in Canada and internationally. The firm specializes in tax-effective investments, leveraging the expertise of its team, which includes a former securities lawyer. With nearly two dec... ades of collaboration, the team focuses on customized financial solutions tailored to each client's unique goals. As part of Canaccord Genuity, they emphasize a partnership culture and a commitment to client success.Read More

Is Mccutcheon Interests a public company?
Mccutcheon Interests is private company therefore does not currently have an official ticker symbol
See more information about Mccutcheon Interests

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