Petz Family Office

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

721 Delaney Ave, Orlando, Florida, 32801...

Phone Number

(209) 627-6209

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Petz Family Office

Petz Family Office is an independent financial services firm with over thirty-five years of experience in helping clients achieve their financial goals. They offer a comprehensive range of services including financial planning, investment advice, retirement planning, education funding, tax planning, estate planning, and insurance planning. The firm emphasizes financial literacy and client partnership in decision-making, ensuring that strategies align with individual risk tolerances. Their mission is to foster strong client relationships while promoting creativity, education, and social responsibility.Explore more
Petz Family Office's Social MediaPopular SearchesPetz Family OfficePetz FAMILY LLCPetz Enterprises IncPetzfamilyoffice ComSIC Code 62,628NAICS Code 52,523Show more

Petz Family Office Org Chart

PhoneEmail
SF
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Petz Family Office

<$5M
1-10
Private
-
2019
SF
Shan FernandoSoftware Developer
<$5M
11-50
Private
-
1999
JN
Jia NiCo-Founder & Chief Technology Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Low Activity

High Activity

Activity Insights

Petz Family Office is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Petz Family Office Tech Stack

A closer look at the technologies used by Petz Family Office

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Frequently Asked Questions Regarding Petz Family Office

What is Petz Family Office's official website?
Petz Family Office's official website is www.petzfamilyoffice.com
What is Petz Family Office's Revenue?
Petz Family Office's revenue is <$5 Million
What is Petz Family Office's SIC code?
Petz Family Office's SIC: 62,628
What is Petz Family Office's NAICS code?
Petz Family Office's NAICS: 52,523
How many employees does Petz Family Office have?
Petz Family Office has 1-10 employees
What industry does Petz Family Office belong to?
Petz Family Office is in the industry of: Finance, Securities Trading
What is Petz Family Office competition?
Petz Family Office top competitors include: Radnor Financial Advisors, Fountainhead Wealth, Landmark, Bayntree Wealth Advisors
What technology does Petz Family Office use?
Some of the popular technologies that Petz Family Office uses are: GoCentral, GoDaddy DNS, GoDaddy SSL Certificates, Amazon Web Hosting
How do I contact Petz Family Office?
Petz Family Office contact info: Phone number: (209) 627-6209 Website: www.petzfamilyoffice.com
What does Petz Family Office do?

Petz Family Office is an independent financial services firm with over thirty-five years of experience in helping clients achieve their financial goals. They offer a comprehensive range of services including financial planning, investment advice, retirement planning, education funding, tax planning, estate planning, and insurance planning. The firm... emphasizes financial literacy and client partnership in decision-making, ensuring that strategies align with individual risk tolerances. Their mission is to foster strong client relationships while promoting creativity, education, and social responsibility.Read More

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

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