Passage Wealth

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

14812 1st St, Hoagland, Indiana, 46745, ...

Phone Number

(260) 639-6300

Revenue

<$5 Million

Industry

Finance Securities Trading

About Passage Wealth

Passage Wealth specializes in financial planning and management, offering personalized wealth management services that include retirement planning, investment management, and charitable giving strategies. The company aims to provide clients with clarity and confidence in their financial journey, helping them to live their legacy every day. Their target clients are individuals who value faith and generosity, seeking a deeper relationship beyond just financial advice. Passage Wealth emphasizes comprehensive guidance to assist clients in making informed decisions about their financial futures.Explore more
Passage Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Passage Wealth Org Chart

PhoneEmail
DB
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President

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BJ
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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Passage Wealth

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Passage Wealth Tech Stack

A closer look at the technologies used by Passage Wealth

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Frequently Asked Questions Regarding Passage Wealth

What is Passage Wealth's official website?
Passage Wealth's official website is www.passage-wealth.com
What is Passage Wealth's Revenue?
Passage Wealth's revenue is <$5 Million
What is Passage Wealth's SIC code?
Passage Wealth's SIC: 62,628
What is Passage Wealth's NAICS code?
Passage Wealth's NAICS: 52,523
How many employees does Passage Wealth have?
Passage Wealth has 1-10 employees
What industry does Passage Wealth belong to?
Passage Wealth is in the industry of: Finance, Securities Trading
What is Passage Wealth competition?
Passage Wealth top competitors include: Ratcliff Financial Services, ProVise Management Group, Core Wealth Management
What technology does Passage Wealth use?
Some of the popular technologies that Passage Wealth uses are: DocuSign, WordPress.org, PHP, Google Font API
How do I contact Passage Wealth?
Passage Wealth contact info: Phone number: (260) 639-6300 Website: www.passage-wealth.com
What does Passage Wealth do?

Passage Wealth specializes in financial planning and management, offering personalized wealth management services that include retirement planning, investment management, and charitable giving strategies. The company aims to provide clients with clarity and confidence in their financial journey, helping them to live their legacy every day. Their ta... rget clients are individuals who value faith and generosity, seeking a deeper relationship beyond just financial advice. Passage Wealth emphasizes comprehensive guidance to assist clients in making informed decisions about their financial futures.Read More

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

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