Obsidian Advisory Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

609 Granville 01592 St, Vancouver, Briti...

Phone Number

(604) 727-4503

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
2
1
2
2
1

About Obsidian Advisory Group

Obsidian Advisory Group offers a comprehensive ecosystem for wealth preservation and multiplication, focusing on strategic value creation for businesses, families, and legacies. They provide services that include tax planning, cash flow multiplication, estate planning, insurance planning, and investment guidance tailored to various life and business stages. The company primarily serves successful health professionals, business owners, and family offices. Their mission is to democratize access to high-caliber wealth protection and strategic financial planning.Explore more
Popular SearchesObsidian Advisory GroupObsidian Advisory Group IncObsidian Advisory IncObsidianObsidian Advisory Holdings LLCSIC Code 62,628NAICS Code 52,523Show more

Obsidian Advisory Group Org Chart

PhoneEmail
AK
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Director, Development

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AK
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Director, Development

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LS
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Administrative Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Obsidian Advisory Group

<$5M
1-10
Private
-
2016
AK
Andriana KowalchukDirector, Development
<$5M
1-10
Private
-
-
LB
Lisa BaileyAccountant
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
JC
James CarneyFinancial Executive & Consultant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2003
BT
Bianca TomensonDirector, Financial Planning & Insurance Solutions Senior Planner
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Obsidian Advisory Group Tech Stack

A closer look at the technologies used by Obsidian Advisory Group

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Frequently Asked Questions Regarding Obsidian Advisory Group

What is Obsidian Advisory Group's official website?
Obsidian Advisory Group's official website is www.obsidianadvisorygroup.com
What is Obsidian Advisory Group's Revenue?
Obsidian Advisory Group's revenue is <$5 Million
What is Obsidian Advisory Group's SIC code?
Obsidian Advisory Group's SIC: 62,628
What is Obsidian Advisory Group's NAICS code?
Obsidian Advisory Group's NAICS: 52,523
How many employees does Obsidian Advisory Group have?
Obsidian Advisory Group has 1-10 employees
What industry does Obsidian Advisory Group belong to?
Obsidian Advisory Group is in the industry of: Finance, Securities Trading
What is Obsidian Advisory Group competition?
Obsidian Advisory Group top competitors include: Carney Lyster & Associates Private Wealth, Investment Planning Counsel, Tetrault Wealth Advisory Group, Capital Wealth Partners
What technology does Obsidian Advisory Group use?
Some of the popular technologies that Obsidian Advisory Group uses are: WordPress.org, PHP, Cloudflare CDN, Proofpoint
How do I contact Obsidian Advisory Group?
Obsidian Advisory Group contact info: Phone number: (604) 727-4503 Website: www.obsidianadvisorygroup.com
What does Obsidian Advisory Group do?

Obsidian Advisory Group offers a comprehensive ecosystem for wealth preservation and multiplication, focusing on strategic value creation for businesses, families, and legacies. They provide services that include tax planning, cash flow multiplication, estate planning, insurance planning, and investment guidance tailored to various life and busines... s stages. The company primarily serves successful health professionals, business owners, and family offices. Their mission is to democratize access to high-caliber wealth protection and strategic financial planning.Read More

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

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