Offit Advisors

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

6990 Columbia Gateway Dr Ste 150, Columb...

Phone Number

(410) 600-7526

Revenue

<$5 Million

Industry

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

About Offit Advisors

Offit Advisors is a full-service financial planning practice that provides tailored services to individuals, families, and closely held businesses. Their client-centric approach is supported by significant experience and expertise in various financial matters, including investments and insurance. The firm aims to deliver peace of mind and confidence through comprehensive financial planning. Offit Advisors is affiliated with Miracle Mile Advisors LLC, ensuring a broad range of advisory services.Explore more
Offit Advisors's Social MediaPopular SearchesOffit AdvisorsOffit Financial IncOffit Advisory Services LLCCkr&j Advisory LLCOffit & Associates Financial Planning Services LLCSIC Code 62,628NAICS Code 52,523Show more

Offit Advisors Org Chart

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Director, Insurance & Investment Operations

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Specialist

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Offit Advisors

<$5M
1-10
Private
-
2018
BO
Barbara OwensDirector, Insurance & Investment Operations
$8M
11-50
Private
-
2019
MB
Matthew BoudreauxFinancial Advisor
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
-
DM
David MoraisPartner and President-Elect
<$5M
1-10
Private
-
2011
SM
Scott McCaskillPresident & Certified Financial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Offit Advisors Tech Stack

A closer look at the technologies used by Offit Advisors

Offit Advisors News & Media

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Frequently Asked Questions Regarding Offit Advisors

What is Offit Advisors's official website?
Offit Advisors's official website is www.offitadvisors.com
What is Offit Advisors's Revenue?
Offit Advisors's revenue is <$5 Million
What is Offit Advisors's SIC code?
Offit Advisors's SIC: 62,628
What is Offit Advisors's NAICS code?
Offit Advisors's NAICS: 52,523
How many employees does Offit Advisors have?
Offit Advisors has 1-10 employees
What industry does Offit Advisors belong to?
Offit Advisors is in the industry of: Finance, Securities Trading
What is Offit Advisors competition?
Offit Advisors top competitors include: McCaskill Financial, JLB Wealth Management Group, Ivory Wealth Management, Rotz & Stonesifer Financial Services
What technology does Offit Advisors use?
Some of the popular technologies that Offit Advisors uses are: Google Universal Analytics, Squarespace Online Stores, Embedly, Bitly
How do I contact Offit Advisors?
Offit Advisors contact info: Phone number: (410) 600-7526 Website: www.offitadvisors.com
What does Offit Advisors do?

Offit Advisors is a full-service financial planning practice that provides tailored services to individuals, families, and closely held businesses. Their client-centric approach is supported by significant experience and expertise in various financial matters, including investments and insurance. The firm aims to deliver peace of mind and confidenc... e through comprehensive financial planning. Offit Advisors is affiliated with Miracle Mile Advisors LLC, ensuring a broad range of advisory services.Read More

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

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