Noesis Capital Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2700 N Military Trl Ste 210, Boca Raton,...

Phone Number

(561) 999-9888

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Noesis Capital Management

Noesis Capital Management is a fiduciary Registered Investment Advisor (RIA) that specializes in personalized wealth management for globally connected individuals and families across more than 30 countries. The firm offers a range of services including discretionary portfolio management, financial planning, cross-border wealth solutions, and generational wealth planning, all tailored to meet the unique needs of its clients. With a team experienced in international finance and fluent in multiple languages, Noesis provides transparent and independent guidance to help clients navigate financial complexities. Their approach emphasizes a client-first philosophy, ensuring that each financial journey is supported with clarity and confidence.Explore more
Noesis Capital Management's Social MediaPopular SearchesNoesis Capital ManagementNoesis Capital Management CorpNoesis LLCData NoesisNoesisSIC Code 62,628NAICS Code 52,523Show more

Noesis Capital Management Org Chart

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Vice President

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Manager, Client Operations

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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Noesis Capital Management

<$5M
11-50
Private
-
1995
EL
Ellen LetschertVice President
$8.3M
11-50
Private
-
2013
MP
MacArther PlumartPresident & Founder (Wealth & Asset Management)
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2014
NA
Nena AcunaSenior Manager, Operations
<$5M
1-10
Private
-
2013
JM
Jeronimo MartinezDirector of Public Funds
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Noesis Capital Management Tech Stack

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Frequently Asked Questions Regarding Noesis Capital Management

What is Noesis Capital Management's official website?
Noesis Capital Management's official website is www.noesis-capital.com
What is Noesis Capital Management's Revenue?
Noesis Capital Management's revenue is <$5 Million
What is Noesis Capital Management's SIC code?
Noesis Capital Management's SIC: 62,628
What is Noesis Capital Management's NAICS code?
Noesis Capital Management's NAICS: 52,523
How many employees does Noesis Capital Management have?
Noesis Capital Management has 11-50 employees
What industry does Noesis Capital Management belong to?
Noesis Capital Management is in the industry of: Finance, Securities Trading
What is Noesis Capital Management competition?
Noesis Capital Management top competitors include: MRP Capital Investments, Wealth Advisory Services, Cresta Advisors, Denver Private Wealth Management
What technology does Noesis Capital Management use?
Some of the popular technologies that Noesis Capital Management uses are: WordPress.org, PHP, F5 Silverline DDoS Protection, MonsterCommerce
How do I contact Noesis Capital Management?
Noesis Capital Management contact info: Phone number: (561) 999-9888 Website: www.noesis-capital.com
What does Noesis Capital Management do?

Noesis Capital Management is a fiduciary Registered Investment Advisor (RIA) that specializes in personalized wealth management for globally connected individuals and families across more than 30 countries. The firm offers a range of services including discretionary portfolio management, financial planning, cross-border wealth solutions, and genera... tional wealth planning, all tailored to meet the unique needs of its clients. With a team experienced in international finance and fluent in multiple languages, Noesis provides transparent and independent guidance to help clients navigate financial complexities. Their approach emphasizes a client-first philosophy, ensuring that each financial journey is supported with clarity and confidence.Read More

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

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