O'Grady Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

18175 Portside St, Tampa, Florida, 33647...

Phone Number

(727) 385-1497

Revenue

<$5 Million

Industry

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

About O'Grady Financial

O'Grady Financial specializes in personalized investment management services for clients aged 50 and above, offering both faith-based and secular portfolio options. The company aims to alleviate the stress of managing investments, allowing clients to focus on enjoying life while their portfolios are expertly handled. With a commitment to aligning investments with clients' values, O'Grady Financial provides tailored solutions that reflect individual beliefs and financial goals. Based in Tampa, FL, the firm operates as a Registered Investment Adviser, ensuring a professional approach to investment management.Explore more
O'Grady Financial's Social MediaPopular SearchesO'grady Financial LLCO'grady Financial CoOgrady Financial GroupOgrady Financial LLCOgrady Investment (usa) LLCSIC Code 62,628NAICS Code 52,523Show more

O'Grady Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

O'Grady Financial

<$5M
1-10
Private
-
2011
TO
Terence O'GradyCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

O'Grady Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

O'Grady Financial Tech Stack

A closer look at the technologies used by O'Grady Financial

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Frequently Asked Questions Regarding O'Grady Financial

What is O'Grady Financial's official website?
O'Grady Financial's official website is www.ogradyfinancial.com
What is O'Grady Financial's Revenue?
O'Grady Financial's revenue is <$5 Million
What is O'Grady Financial's SIC code?
O'Grady Financial's SIC: 62,628
What is O'Grady Financial's NAICS code?
O'Grady Financial's NAICS: 52,523
How many employees does O'Grady Financial have?
O'Grady Financial has 1-10 employees
What industry does O'Grady Financial belong to?
O'Grady Financial is in the industry of: Finance, Securities Trading
What is O'Grady Financial competition?
O'Grady Financial top competitors include: Wealth Advisory Services, Dogwood Investment Advisors, Journey Capital Advisers, Wealthjar
What technology does O'Grady Financial use?
Some of the popular technologies that O'Grady Financial uses are: NS1, Squarespace Online Stores, Google Font API, YouTube
How do I contact O'Grady Financial?
O'Grady Financial contact info: Phone number: (727) 385-1497 Website: www.ogradyfinancial.com
What does O'Grady Financial do?

O'Grady Financial specializes in personalized investment management services for clients aged 50 and above, offering both faith-based and secular portfolio options. The company aims to alleviate the stress of managing investments, allowing clients to focus on enjoying life while their portfolios are expertly handled. With a commitment to aligning i... nvestments with clients' values, O'Grady Financial provides tailored solutions that reflect individual beliefs and financial goals. Based in Tampa, FL, the firm operates as a Registered Investment Adviser, ensuring a professional approach to investment management.Read More

What are O'Grady Financial social media links?
O'Grady Financial Facebook page
Is O'Grady Financial a public company?
O'Grady Financial is private company therefore does not currently have an official ticker symbol
See more information about O'Grady Financial

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