Pharos Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

352 Ignacio Blvd, Novato, California, 94...

Phone Number

(415) 209-5916

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Pharos Wealth Management

Pharos Wealth Management is a financial advisory firm based in Seattle, WA, specializing in creating financial plans and managing investment portfolios to help clients achieve their retirement goals. They offer a range of services including financial planning, portfolio management, tax planning, estate planning, and alternative investments. The firm operates under a fiduciary standard, ensuring that they act in the best interests of their clients. Their target clients include families and individuals seeking comprehensive financial guidance in the Seattle Metro Area and beyond.Explore more
Pharos Wealth Management's Social MediaPopular SearchesPharos Wealth ManagementPharos Capital Advisors LLCpharoswealth.comPharos Wealth Management - HomeSIC Code 62,628NAICS Code 52,523Show more

Pharos Wealth Management Org Chart

PhoneEmail
SS
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Financial Advisor & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pharos Wealth Management

<$5M
1-10
Private
-
2016
SS
Scott StanleyFinancial Advisor & Founder
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
$6.5M
11-50
Private
-
2009
EJ
Emily JoyceClient Relationship Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1990
SM
Samuel MoorheadPortfolio Manager
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
<$5M
1-10
Private
-
2018
PM
Patrick MinskeyManager, Private Wealth
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Pharos Wealth Management Tech Stack

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Frequently Asked Questions Regarding Pharos Wealth Management

What is Pharos Wealth Management's official website?
Pharos Wealth Management's official website is www.pharoswealth.com
What is Pharos Wealth Management's Revenue?
Pharos Wealth Management's revenue is <$5 Million
What is Pharos Wealth Management's SIC code?
Pharos Wealth Management's SIC: 62,628
What is Pharos Wealth Management's NAICS code?
Pharos Wealth Management's NAICS: 52,523
How many employees does Pharos Wealth Management have?
Pharos Wealth Management has 1-10 employees
What industry does Pharos Wealth Management belong to?
Pharos Wealth Management is in the industry of: Finance, Securities Trading
What is Pharos Wealth Management competition?
Pharos Wealth Management top competitors include: Stockade Wealth Management, Legacy Investment Planning, La Pointe Wealth Management, Esam
What technology does Pharos Wealth Management use?
Some of the popular technologies that Pharos Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Google Tag Manager
How do I contact Pharos Wealth Management?
Pharos Wealth Management contact info: Phone number: (415) 209-5916 Website: www.pharoswealth.com
What does Pharos Wealth Management do?

Pharos Wealth Management is a financial advisory firm based in Seattle, WA, specializing in creating financial plans and managing investment portfolios to help clients achieve their retirement goals. They offer a range of services including financial planning, portfolio management, tax planning, estate planning, and alternative investments. The fir... m operates under a fiduciary standard, ensuring that they act in the best interests of their clients. Their target clients include families and individuals seeking comprehensive financial guidance in the Seattle Metro Area and beyond.Read More

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

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