Morgia Wealth Management

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

151 Mullin St, Watertown, New York, 1360...

Phone Number

(315) 222-7148

Revenue

<$5 Million

Industry

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

About Morgia Wealth Management

We help all of our clients reach their financial goals as a matter of professional duty. But the most valuable assets we manage are the trust and the reputations of those clients. Our long-term approach appeals to clients in any stage of life, providing one of the most important services theyll receive in an unwavering manner. We take seriously our mission to deliver quality financial advice and act in the best interest of our clients, without exception.Explore more
Morgia Wealth Management's Social MediaPopular SearchesMorgia Wealth ManagementMorgia Wealth Management LLCMorgia Wealth Management Ii LLCWealth Management LLCthe Morgia GroupSIC Code 62,628NAICS Code 52,523Show more

Morgia Wealth Management Org Chart

PhoneEmail
FM
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Director, Trading

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PhoneEmail
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TM
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Managing Director, Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Morgia Wealth Management

<$5M
11-50
Private
-
1968
FM
Francis MurphyDirector, Trading
$5.3M
11-50
Private
-
2010
KN
Kaylani NaluaiOffice Manager
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Morgia Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Morgia Wealth Management Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Morgia Wealth Management

What is Morgia Wealth Management's official website?
Morgia Wealth Management's official website is www.morgiawm.com
What is Morgia Wealth Management's Revenue?
Morgia Wealth Management's revenue is <$5 Million
What is Morgia Wealth Management's SIC code?
Morgia Wealth Management's SIC: 62,628
What is Morgia Wealth Management's NAICS code?
Morgia Wealth Management's NAICS: 52,523
How many employees does Morgia Wealth Management have?
Morgia Wealth Management has 11-50 employees
What industry does Morgia Wealth Management belong to?
Morgia Wealth Management is in the industry of: Finance, Securities Trading
What is Morgia Wealth Management competition?
Morgia Wealth Management top competitors include: CGT Wealth Advisors, Pillar Wealth Management, Dogwood Investment Advisors, Bernicke Wealth Management
What technology does Morgia Wealth Management use?
Some of the popular technologies that Morgia Wealth Management uses are: Starfield Technologies, Amazon Web Hosting, Amazon CloudFront, Amazon Route 53
How do I contact Morgia Wealth Management?
Morgia Wealth Management contact info: Phone number: (315) 222-7148 Website: www.morgiawm.com
What does Morgia Wealth Management do?

We help all of our clients reach their financial goals as a matter of professional duty. But the most valuable assets we manage are the trust and the reputations of those clients. Our long-term approach appeals to clients in any stage of life, providing one of the most important services theyll receive in an unwavering manner. We take seriously our... mission to deliver quality financial advice and act in the best interest of our clients, without exception.Read More

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

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