Person Wright Financial Group

Finance · 1-10 Employees

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Overview

Phone Number

(605) 221-6900

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Person Wright Financial Group

The Person Wright Financial Group offers a comprehensive range of financial services tailored for high net worth investors in Sioux Falls, SD. They specialize in developing personalized investment strategies that address clients' unique needs and help them achieve both short- and long-term financial objectives. Their services include investment planning, insurance, and liability management to mitigate risks associated with critical financial events. The firm emphasizes building solid, long-term relationships through an initial meeting to assess goals, risk tolerance, and overall fit.Explore more
Popular SearchesPerson Wright Financial GroupPerson Wright FinancialThe Person Wright Financial Group - StifelSIC Code 62,628NAICS Code 52,523Show more

Person Wright Financial Group Org Chart

PhoneEmail
AP

Vice President, Investments

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PhoneEmail
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JS

Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Person Wright Financial G...

<$5M
1-10
Private
-
-
AP
Alex PersonVice President, Investments
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Person Wright Financial Group Tech Stack

A closer look at the technologies used by Person Wright Financial Group

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Frequently Asked Questions Regarding Person Wright Financial Group

What is Person Wright Financial Group's official website?
Person Wright Financial Group's official website is www.personwright.com
What is Person Wright Financial Group's Revenue?
Person Wright Financial Group's revenue is <$5 Million
What is Person Wright Financial Group's SIC code?
Person Wright Financial Group's SIC: 62,628
What is Person Wright Financial Group's NAICS code?
Person Wright Financial Group's NAICS: 52,523
How many employees does Person Wright Financial Group have?
Person Wright Financial Group has 1-10 employees
What industry does Person Wright Financial Group belong to?
Person Wright Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Person Wright Financial Group competition?
Person Wright Financial Group top competitors include: Chad Lojewski, BeamaLife, Copper Canyon Wealth Management, MassMutual
What technology does Person Wright Financial Group use?
Some of the popular technologies that Person Wright Financial Group uses are: Neustar UltraDNS, Cloudflare Security, Broadridge Advisor Solutions
How do I contact Person Wright Financial Group?
Person Wright Financial Group contact info: Phone number: (605) 221-6900 Website: www.personwright.com
What does Person Wright Financial Group do?

The Person Wright Financial Group offers a comprehensive range of financial services tailored for high net worth investors in Sioux Falls, SD. They specialize in developing personalized investment strategies that address clients' unique needs and help them achieve both short- and long-term financial objectives. Their services include investment pla... nning, insurance, and liability management to mitigate risks associated with critical financial events. The firm emphasizes building solid, long-term relationships through an initial meeting to assess goals, risk tolerance, and overall fit.Read More

Is Person Wright Financial Group a public company?
Person Wright Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Person Wright Financial Group

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