Moran

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

400 Water St Ste 204, Rochester, Michiga...

Phone Number

(248) 652-2599

Revenue

$7.1 Million

Industry

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

About Moran

Moran and Company Investment Consulting Group, founded in 1997 by Timothy R. Moran, specializes in providing personalized financial consulting services, including individual portfolio management, retirement planning, estate planning, and investment strategies. The firm emphasizes collaboration with clients' legal and accounting professionals to achieve shared financial goals, ensuring clients are well-informed and educated about their financial decisions. Recognized as one of the 2025 Forbes Best-in-State Wealth Advisors, the company prides itself on its commitment to quality advice and exceptional service. Their target clients include individuals seeking comprehensive financial planning and investment management services.Explore more
Popular SearchesMoran & CoMoran and CoTim MoranMoran Company Investment Consulting GroupMoran & Associates PCSIC Code 62,628NAICS Code 52,523Show more

Moran Org Chart

PhoneEmail
AM
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

Moran

$7.1M
1-10
Private
<$5M
1980
AM
Amy MarchiondaManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2019
JN
Jennifer NavinPortfolio Administrator
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2022
RJ
Rebecca JeneClient Associate
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Moran financials insights

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

2020

Debt

$150K

See All Moran's Financials Insights

Moran Tech Stack

Most Recent Scoops

Open Position
Facilities Relocation / Expansion
Moran is planning to move its offices in October 2022. The move will impact employees at their existing office located at 400 Water St, Suite #204, Rochester, MI.
Funding
Moran has received an SBA PPP loan for $150,000-350,000 from TCF National Bank, supporting the retention of 5 jobs.
Funding
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Moran

What is Moran's official website?
Moran's official website is www.moraninvest.com
What is Moran's Revenue?
Moran's revenue is $7.1 Million
What is Moran's SIC code?
Moran's SIC: 62,628
What is Moran's NAICS code?
Moran's NAICS: 52,523
How many employees does Moran have?
Moran has 1-10 employees
What industry does Moran belong to?
Moran is in the industry of: Finance, Securities Trading
What is Moran competition?
Moran top competitors include: Briody Maher Wealth, Goodrich and Associates, Petredis Investment Advisors, Copper Canyon Wealth Management
What technology does Moran use?
Some of the popular technologies that Moran uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, Adobe Activation
How do I contact Moran?
Moran contact info: Phone number: (248) 652-2599 Website: www.moraninvest.com
What does Moran do?

Moran and Company Investment Consulting Group, founded in 1997 by Timothy R. Moran, specializes in providing personalized financial consulting services, including individual portfolio management, retirement planning, estate planning, and investment strategies. The firm emphasizes collaboration with clients' legal and accounting professionals to ach... ieve shared financial goals, ensuring clients are well-informed and educated about their financial decisions. Recognized as one of the 2025 Forbes Best-in-State Wealth Advisors, the company prides itself on its commitment to quality advice and exceptional service. Their target clients include individuals seeking comprehensive financial planning and investment management services.Read More

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

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