Plaza Advisory Group

Finance · Missouri, United States · 11-50 Employees

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Overview

Headquarters

101 S Hanley Rd Ste 1350, St. Louis, Mis...

Phone Number

(314) 726-0600

Revenue

$5.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
1
1
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1

About Plaza Advisory Group

Plaza Advisory Group, Inc. is a leading independent financial services firm that specializes in proactive wealth management, retirement planning, and legacy building. The firm aims to enhance clients' lives by providing comprehensive financial solutions and concierge-level service tailored to individual needs. Their target clients include families and individuals seeking to manage their wealth effectively and achieve financial independence. With a commitment to education and personalized service, Plaza Advisory Group empowers clients to make informed financial decisions that align with their long-term goals.Explore more
Plaza Advisory Group's Social MediaPopular SearchesPlaza Advisory Group IncPlaza Financial Advisors IncPlaza Advisory GroupPlaza Financial Group IncPlaza Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Plaza Advisory Group Org Chart

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Partner, Managing Director, Wealth Manager

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Director, Wealth Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plaza Advisory Group

$5.8M
11-50
Private
-
1985
TB
Thomas BriggsPartner, Managing Director, Wealth Manager
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Plaza Advisory Group Tech Stack

A closer look at the technologies used by Plaza Advisory Group

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Frequently Asked Questions Regarding Plaza Advisory Group

What is Plaza Advisory Group's official website?
Plaza Advisory Group's official website is plazaadvisors.stewardpartners.com
What is Plaza Advisory Group's Revenue?
Plaza Advisory Group's revenue is $5.8 Million
What is Plaza Advisory Group's SIC code?
Plaza Advisory Group's SIC: 62,628
What is Plaza Advisory Group's NAICS code?
Plaza Advisory Group's NAICS: 52,523
How many employees does Plaza Advisory Group have?
Plaza Advisory Group has 11-50 employees
What industry does Plaza Advisory Group belong to?
Plaza Advisory Group is in the industry of: Finance, Securities Trading
What is Plaza Advisory Group competition?
Plaza Advisory Group top competitors include: Trinity Wealth Management, Botkin Family Wealth Management, Alliance Wealth Advisors, Pine Grove Financial Group
What technology does Plaza Advisory Group use?
Some of the popular technologies that Plaza Advisory Group uses are: Microsoft 365, Microsoft Exchange Online
How do I contact Plaza Advisory Group?
Plaza Advisory Group contact info: Phone number: (314) 726-0600 Website: plazaadvisors.stewardpartners.com
What does Plaza Advisory Group do?

Plaza Advisory Group, Inc. is a leading independent financial services firm that specializes in proactive wealth management, retirement planning, and legacy building. The firm aims to enhance clients' lives by providing comprehensive financial solutions and concierge-level service tailored to individual needs. Their target clients include families... and individuals seeking to manage their wealth effectively and achieve financial independence. With a commitment to education and personalized service, Plaza Advisory Group empowers clients to make informed financial decisions that align with their long-term goals.Read More

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

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