Parliament Wealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3200 Park Center Dr Ste 1240, Costa Mesa...

Phone Number

(949) 471-5868

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Parliament Wealth

Parliament Wealth specializes in personalized financial planning and investment advisory services, aimed at helping clients unlock their financial potential. They cater to a diverse clientele, including individuals, families, pre-retirees, retirees, professionals, executives, and business owners. The firm emphasizes open communication and a collaborative approach to managing financial assets, ensuring clients are well-informed and aligned with their financial goals. Additionally, they offer educational resources and events to enhance financial literacy and empower clients in their financial journeys.Explore more
Parliament Wealth's Social MediaPopular SearchesParliament WealthParliament LtdParliament Wealth ManagementParliament Wealth Management and Insurance Service...Parliament Xii LLCSIC Code 62,628NAICS Code 52,523Show more

Parliament Wealth Org Chart

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Jennifer Kross, Chief Operating Officer I, Planning & Associate at Parliament Wealth
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Chief Operating Officer I, Planning & Associa...

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Compare Similar Companies to Parliament Wealth

Compare insights from companies similar to Parliament Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Parliament Wealth

<$5M
1-10
Private
-
1982
Jennifer Kross, Chief Operating Officer I, Planning & Associate at Parliament Wealth
Jennifer KrossChief Operating Officer I, Planning & Associate
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
-
2007
TS
Tanisha StewartBusiness Owner & CEO
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CF
Caleb FaulkWealth Advisor
<$5M
1-10
Private
-
2017
MT
Michael TedeschiPortfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Parliament Wealth Tech Stack

A closer look at the technologies used by Parliament Wealth

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Frequently Asked Questions Regarding Parliament Wealth

What is Parliament Wealth's official website?
Parliament Wealth's official website is www.parliamentwealth.com
What is Parliament Wealth's Revenue?
Parliament Wealth's revenue is <$5 Million
What is Parliament Wealth's SIC code?
Parliament Wealth's SIC: 62,628
What is Parliament Wealth's NAICS code?
Parliament Wealth's NAICS: 52,523
How many employees does Parliament Wealth have?
Parliament Wealth has 1-10 employees
What industry does Parliament Wealth belong to?
Parliament Wealth is in the industry of: Finance, Securities Trading
What is Parliament Wealth competition?
Parliament Wealth top competitors include: Evans Wealth Planning, Monument Retirement & Wealth Advisory, Pillar Wealth Management, Stewart Investment Group
What technology does Parliament Wealth use?
Some of the popular technologies that Parliament Wealth uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Parliament Wealth?
Parliament Wealth contact info: Phone number: (949) 471-5868 Website: www.parliamentwealth.com
What does Parliament Wealth do?

Parliament Wealth specializes in personalized financial planning and investment advisory services, aimed at helping clients unlock their financial potential. They cater to a diverse clientele, including individuals, families, pre-retirees, retirees, professionals, executives, and business owners. The firm emphasizes open communication and a collabo... rative approach to managing financial assets, ensuring clients are well-informed and aligned with their financial goals. Additionally, they offer educational resources and events to enhance financial literacy and empower clients in their financial journeys.Read More

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

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