Persium Group

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

6190 Powers Ferry Rd Ste 500, Atlanta, G...

Phone Number

(678) 322-3000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
1
1

About Persium Group

Persium Group is a wealth management firm that specializes in advising business owners, retirement plan committees, and individual investors in achieving their financial goals. The company offers tailored wealth management services, including the Owner to Investor (O2I) framework, which helps business owners transition to personal investing. Additionally, Persium Group provides retirement plan oversight and exit planning services through its NAVIX brand. Founded in 2004 and registered as an SEC investment adviser, Persium Group operates in a fee-only investment environment, ensuring a client-focused approach.Explore more
Persium Group's Social MediaPopular SearchesPersium Group LLCHorse Advisors LLCPersium Advisors LLCPersium Consulting LLCPersium GroupSIC Code 62,628NAICS Code 52,523Show more

Persium Group Org Chart

Stephen Griner, Chief Executive Officer at Persium Group
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Chief Executive Officer

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AG
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Director, Operations

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WY
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Head of Marketing

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AH
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Operations Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Persium Group

<$5M
11-50
Private
-
2004
$5.6M
11-50
Private
<$5M
2012
RD
Richard DeFrancescoChief Operating Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Persium Group Tech Stack

A closer look at the technologies used by Persium Group

Persium Group News & Media

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Frequently Asked Questions Regarding Persium Group

What is Persium Group's official website?
Persium Group's official website is www.persiumgroup.com
What is Persium Group's Revenue?
Persium Group's revenue is <$5 Million
What is Persium Group's SIC code?
Persium Group's SIC: 62,628
What is Persium Group's NAICS code?
Persium Group's NAICS: 52,523
How many employees does Persium Group have?
Persium Group has 11-50 employees
What industry does Persium Group belong to?
Persium Group is in the industry of: Finance, Securities Trading
What is Persium Group competition?
Persium Group top competitors include: Bollin Wealth Management, Core Wealth Management, Selkirk Wealth Advisors, Beirne Wealth Consulting Services
What technology does Persium Group use?
Some of the popular technologies that Persium Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Persium Group?
Persium Group contact info: Phone number: (678) 322-3000 Website: www.persiumgroup.com
What does Persium Group do?

Persium Group is a wealth management firm that specializes in advising business owners, retirement plan committees, and individual investors in achieving their financial goals. The company offers tailored wealth management services, including the Owner to Investor (O2I) framework, which helps business owners transition to personal investing. Additi... onally, Persium Group provides retirement plan oversight and exit planning services through its NAVIX brand. Founded in 2004 and registered as an SEC investment adviser, Persium Group operates in a fee-only investment environment, ensuring a client-focused approach.Read More

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

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