Plancorr Wealth Management

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

4404 Cole Farm Rd, Nottingham, Maryland,...

Phone Number

(202) 341-5824

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Plancorr Wealth Management

Plancorr Wealth Management, LLC specializes in providing low-cost, tax-efficient retirement planning strategies tailored for small business owners. The firm also offers retirement income and estate planning services, catering to a diverse clientele that includes faith-based members and government employees. With a focus on financial coaching, Plancorr aims to support its clients in achieving their financial goals. As a registered investment advisor, the company is committed to delivering personalized financial solutions.Explore more
Popular SearchesPlancorr Wealth Management LLCPlancorr Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Plancorr Wealth Management Org Chart

AO
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President & Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plancorr Wealth Managemen...

<$5M
1-10
Private
-
2008
AO
Antoine OrrPresident & CEO
$6.4M
11-50
Private
-
2011
Jay Brost, Executive Vice President at Phillip Allen
Jay BrostExecutive Vice President
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Plancorr Wealth Management Tech Stack

A closer look at the technologies used by Plancorr Wealth Management

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Frequently Asked Questions Regarding Plancorr Wealth Management

What is Plancorr Wealth Management's official website?
Plancorr Wealth Management's official website is www.plancorr.com
What is Plancorr Wealth Management's Revenue?
Plancorr Wealth Management's revenue is <$5 Million
What is Plancorr Wealth Management's SIC code?
Plancorr Wealth Management's SIC: 62,628
What is Plancorr Wealth Management's NAICS code?
Plancorr Wealth Management's NAICS: 52,523
How many employees does Plancorr Wealth Management have?
Plancorr Wealth Management has 1-10 employees
What industry does Plancorr Wealth Management belong to?
Plancorr Wealth Management is in the industry of: Finance, Securities Trading
What is Plancorr Wealth Management competition?
Plancorr Wealth Management top competitors include: Murphy Wealth Management, Cedar Ridge Wealth Management Group, Phillip Allen, Copper Canyon Wealth Management
What technology does Plancorr Wealth Management use?
Some of the popular technologies that Plancorr Wealth Management uses are: GoDaddy DNS, GoDaddy SSL Certificates, GoDaddy Web Hosting, Google Workspace
How do I contact Plancorr Wealth Management?
Plancorr Wealth Management contact info: Phone number: (202) 341-5824 Website: www.plancorr.com
What does Plancorr Wealth Management do?

Plancorr Wealth Management, LLC specializes in providing low-cost, tax-efficient retirement planning strategies tailored for small business owners. The firm also offers retirement income and estate planning services, catering to a diverse clientele that includes faith-based members and government employees. With a focus on financial coaching, Planc... orr aims to support its clients in achieving their financial goals. As a registered investment advisor, the company is committed to delivering personalized financial solutions.Read More

Is Plancorr Wealth Management a public company?
Plancorr Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Plancorr Wealth Management

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