McKinley Carter Wealth Services

Finance · West Virginia, United States · 11-50 Employees

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Overview

Headquarters

129 Summers St Ste 200, Charleston, West...

Phone Number

(304) 346-3700

Revenue

$7.1 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
2
1
1
2

About McKinley Carter Wealth Services

McKinley Carter Wealth Services is an independent wealth management firm specializing in investment management, retirement planning, and nonprofit advisory services. They cater to individuals and organizations, offering tailored financial planning solutions to help clients achieve their financial goals. The firm emphasizes a fiduciary approach, ensuring that clients receive expert guidance and support throughout their financial journey. Additionally, McKinley Carter provides specialized practice groups focusing on areas such as risk management, tax and legacy planning, and illiquid assets.Explore more
McKinley Carter Wealth Services's Social MediaPopular SearchesMckinley Carter Wealth Services IncMcKinley Carter Wealth ServicesMcKinley Carter WealthMckinley Carter Mortgage LLCKanawha InvestmentSIC Code 62,628NAICS Code 52,523Show more

McKinley Carter Wealth Services Org Chart

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Regional Managing Director

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Lori Payne, Chief Administrative Officer at McKinley Carter Wealth Services
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Chief Administrative Officer

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Supervisor, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McKinley Carter Wealth Se...

$7.1M
11-50
Private
<$5M
2001
BL
Brian LiptonRegional Managing Director
$8.5M
11-50
Private
-
2009
Mark Lewis, Chief Financial Officer at Krilogy
Mark LewisChief Financial Officer
$7.2M
51-200
Private
-
1984
$6.1M
11-50
Private
-
2017
N/A
$5.4M
11-50
Private
-
1909
KP
Kara PassPresident & CEO
$5.1M
11-50
Private
-
1968
MB
Mary BrownRecruitment Executive & Consultant
<$5M
11-50
Private
-
1952
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

McKinley Carter Wealth Services financials insights

Gather financial insights about McKinley Carter Wealth Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All McKinley Carter Wealth Services's Financials Insights

McKinley Carter Wealth Services Tech Stack

A closer look at the technologies used by McKinley Carter Wealth Services

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Frequently Asked Questions Regarding McKinley Carter Wealth Services

What is McKinley Carter Wealth Services's official website?
McKinley Carter Wealth Services's official website is www.mckinleycarter.com
What is McKinley Carter Wealth Services's Revenue?
McKinley Carter Wealth Services's revenue is $7.1 Million
What is McKinley Carter Wealth Services's SIC code?
McKinley Carter Wealth Services's SIC: 62,628
What is McKinley Carter Wealth Services's NAICS code?
McKinley Carter Wealth Services's NAICS: 52,523
How many employees does McKinley Carter Wealth Services have?
McKinley Carter Wealth Services has 11-50 employees
What industry does McKinley Carter Wealth Services belong to?
McKinley Carter Wealth Services is in the industry of: Finance, Securities Trading
What is McKinley Carter Wealth Services competition?
McKinley Carter Wealth Services top competitors include: JMG Financial Group, Krilogy, Market Street Trust, Dereham Baptist Church
What technology does McKinley Carter Wealth Services use?
Some of the popular technologies that McKinley Carter Wealth Services uses are: Cloudflare Website Optimization, Google Cloud DNS, Salesforce Pardot, Google Cloud Platform
How do I contact McKinley Carter Wealth Services?
McKinley Carter Wealth Services contact info: Phone number: (304) 346-3700 Website: www.mckinleycarter.com
What does McKinley Carter Wealth Services do?

McKinley Carter Wealth Services is an independent wealth management firm specializing in investment management, retirement planning, and nonprofit advisory services. They cater to individuals and organizations, offering tailored financial planning solutions to help clients achieve their financial goals. The firm emphasizes a fiduciary approach, ens... uring that clients receive expert guidance and support throughout their financial journey. Additionally, McKinley Carter provides specialized practice groups focusing on areas such as risk management, tax and legacy planning, and illiquid assets.Read More

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

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