McKinnon & Associates Private Wealth Services

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

10000 N Central Expy Ste 1350, Dallas, T...

Phone Number

(214) 696-1922

Revenue

$6.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About McKinnon & Associates Private Wealth Services

McKinnon & Associates offers a range of financial services including wealth management, retirement solutions, estate planning, and risk management. They cater to a diverse clientele, including successful individuals and families, business owners, pre-retirees, retirees, and professionals seeking financial protection and wealth-building strategies. The firm emphasizes a customized approach to financial planning, ensuring that each client's unique goals and risk tolerance are addressed. Their experienced team is dedicated to fostering long-term relationships through open communication and regular plan reviews.Explore more
McKinnon & Associates Private Wealth Services's Social MediaPopular SearchesMcKinnon Patten & Associates LLCMcKinnon & AssociatesMcKinnon & Associates Private Wealth ServicesLincoln Financial Advisors CorpMcKinnon PattenSIC Code 62,628NAICS Code 52,523Show more

McKinnon & Associates Private Wealth Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McKinnon & Associates Pri...

$6.3M
11-50
Private
-
1969
<$5M
11-50
Private
-
2004
<$5M
1-10
Private
-
-
DR
David RaynorSupervisor, Production
<$5M
1-10
Private
-
-
Oswaldo Gomez, President at Pillar Wealth Strategies
Oswaldo GomezPresident
<$5M
1-10
Private
-
-
DL
Donnalynn LaverPractice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1982
DA
Douglas AmbroseFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McKinnon & Associates Private Wealth Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McKinnon & Associates Private Wealth Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McKinnon & Associates Private Wealth Services.

McKinnon & Associates Private Wealth Services Tech Stack

A closer look at the technologies used by McKinnon & Associates Private Wealth Services

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Frequently Asked Questions Regarding McKinnon & Associates Private Wealth Services

What is McKinnon & Associates Private Wealth Services's official website?
McKinnon & Associates Private Wealth Services's official website is www.mckinnonandassociates.com
What is McKinnon & Associates Private Wealth Services's Revenue?
McKinnon & Associates Private Wealth Services's revenue is $6.3 Million
What is McKinnon & Associates Private Wealth Services's SIC code?
McKinnon & Associates Private Wealth Services's SIC: 62,628
What is McKinnon & Associates Private Wealth Services's NAICS code?
McKinnon & Associates Private Wealth Services's NAICS: 52,523
How many employees does McKinnon & Associates Private Wealth Services have?
McKinnon & Associates Private Wealth Services has 11-50 employees
What industry does McKinnon & Associates Private Wealth Services belong to?
McKinnon & Associates Private Wealth Services is in the industry of: Finance, Securities Trading
What is McKinnon & Associates Private Wealth Services competition?
McKinnon & Associates Private Wealth Services top competitors include: Broadridge Financial Solutions, Game Plan Retirement, Lincoln Financial Advisors, Pillar Wealth Strategies
What technology does McKinnon & Associates Private Wealth Services use?
Some of the popular technologies that McKinnon & Associates Private Wealth Services uses are: Cloudflare Website Optimization, Cloudflare CDN, Bitly, Barracuda Networks
How do I contact McKinnon & Associates Private Wealth Services?
McKinnon & Associates Private Wealth Services contact info: Phone number: (214) 696-1922 Website: www.mckinnonandassociates.com
What does McKinnon & Associates Private Wealth Services do?

McKinnon & Associates offers a range of financial services including wealth management, retirement solutions, estate planning, and risk management. They cater to a diverse clientele, including successful individuals and families, business owners, pre-retirees, retirees, and professionals seeking financial protection and wealth-building strategies.... The firm emphasizes a customized approach to financial planning, ensuring that each client's unique goals and risk tolerance are addressed. Their experienced team is dedicated to fostering long-term relationships through open communication and regular plan reviews.Read More

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

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