Midtown Financial Group

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

3355 W Alabama St Ste 180, Houston, Texa...

Phone Number

(713) 355-9895

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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1
1
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1

About Midtown Financial Group

Midtown Financial Group LLC specializes in providing financial planning and investment services tailored to the unique needs of various clients, including women investors, LGBTQ+/diverse investors, and business owners. They offer a range of services such as retirement planning, wealth-building strategies, life insurance, and multigenerational planning. The firm emphasizes education and guidance to help clients overcome market hesitancy and manage risk throughout different life stages. Their goal is to create personalized financial plans that support clients during major life transitions and ensure financial confidence.Explore more
Midtown Financial Group's Social MediaPopular SearchesMidtown Financial Group LLCMidtown Financial LLCMidtown Enterprise LLCcom MidtownFinancialGroupmidtownfg.comSIC Code 62,628NAICS Code 52,523Show more

Midtown Financial Group Org Chart

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IM
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Director, Investment Operations

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AS
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Director, Client Relations For Chris Faicco

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Assistant

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Wealth Management Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Midtown Financial Group

$5.3M
11-50
Private
-
2002
IM
Isaiah MinelliDirector, Investment Operations
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
1988
AG
Alan GanatraDirector, Private Client Advisor
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
2010
DW
Dennis WrightManaging Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Midtown Financial Group Tech Stack

A closer look at the technologies used by Midtown Financial Group

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Frequently Asked Questions Regarding Midtown Financial Group

What is Midtown Financial Group's official website?
Midtown Financial Group's official website is www.midtownfg.com
What is Midtown Financial Group's Revenue?
Midtown Financial Group's revenue is $5.3 Million
What is Midtown Financial Group's SIC code?
Midtown Financial Group's SIC: 62,628
What is Midtown Financial Group's NAICS code?
Midtown Financial Group's NAICS: 52,523
How many employees does Midtown Financial Group have?
Midtown Financial Group has 11-50 employees
What industry does Midtown Financial Group belong to?
Midtown Financial Group is in the industry of: Finance, Securities Trading
What is Midtown Financial Group competition?
Midtown Financial Group top competitors include: Wellspring Wealth Management, Rogers Financial Group, Joffrey Smith Financial Group, Lavelle Financial
What technology does Midtown Financial Group use?
Some of the popular technologies that Midtown Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Midtown Financial Group?
Midtown Financial Group contact info: Phone number: (713) 355-9895 Website: www.midtownfg.com
What does Midtown Financial Group do?

Midtown Financial Group LLC specializes in providing financial planning and investment services tailored to the unique needs of various clients, including women investors, LGBTQ+/diverse investors, and business owners. They offer a range of services such as retirement planning, wealth-building strategies, life insurance, and multigenerational plann... ing. The firm emphasizes education and guidance to help clients overcome market hesitancy and manage risk throughout different life stages. Their goal is to create personalized financial plans that support clients during major life transitions and ensure financial confidence.Read More

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

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