Pontem Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

13750 San Pedro Ave Ste 145, San Antonio...

Phone Number

(210) 625-4845

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Pontem Financial

Pontem Financial is a team of Financial Advisors affiliated with LPL Financial, dedicated to providing personalized, service-oriented financial planning. They focus on building unique financial plans that align with clients' goals, timelines, and risk comfort, aiming to create multi-generational wealth. With a commitment to trust, transparency, and integrity, they serve entrepreneurs, families, and professionals, guiding them through market shifts and life transitions. Their collaborative approach emphasizes a planning mentality to help clients bridge the gap between their current financial situation and future aspirations.Explore more
Pontem Financial's Social MediaPopular SearchesPontem FinancialPontemFinancialWaddell & Reed IncSIC Code 62,628NAICS Code 52,523Show more

Pontem Financial Org Chart

PhoneEmail
RJ
United States flag for contact location.

Director, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pontem Financial

<$5M
1-10
Private
-
-
RJ
Russell JonesDirector, Client Services
$5.2M
11-50
Private
-
2020
JB
Jodie BickelManager, Marketing
<$5M
11-50
Private
-
1971
AH
Asad HaiderBranch Manager At Jubilee Family Takaful
<$5M
11-50
Private
-
-
MF
Michael FranksPresident, Financial Adivisor
<$5M
1-10
Private
-
2006
CS
Catherine SnavelyDirector, Client Services
<$5M
1-10
Private
-
1984
CP
Christine PawlentyDirector, Operations
<$5M
1-10
Private
-
-
AO
Arianna OrourkeManaging Director, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Pontem Financial Tech Stack

A closer look at the technologies used by Pontem Financial

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Frequently Asked Questions Regarding Pontem Financial

What is Pontem Financial's official website?
Pontem Financial's official website is www.pontemfinancial.com
What is Pontem Financial's Revenue?
Pontem Financial's revenue is <$5 Million
What is Pontem Financial's SIC code?
Pontem Financial's SIC: 62,628
What is Pontem Financial's NAICS code?
Pontem Financial's NAICS: 52,523
How many employees does Pontem Financial have?
Pontem Financial has 1-10 employees
What industry does Pontem Financial belong to?
Pontem Financial is in the industry of: Finance, Securities Trading
What is Pontem Financial competition?
Pontem Financial top competitors include: Concord River Financial, Willowbranch Financial Group, Cedar Ridge Wealth Management Group, Everest Wealth
What technology does Pontem Financial use?
Some of the popular technologies that Pontem Financial uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Pontem Financial?
Pontem Financial contact info: Phone number: (210) 625-4845 Website: www.pontemfinancial.com
What does Pontem Financial do?

Pontem Financial is a team of Financial Advisors affiliated with LPL Financial, dedicated to providing personalized, service-oriented financial planning. They focus on building unique financial plans that align with clients' goals, timelines, and risk comfort, aiming to create multi-generational wealth. With a commitment to trust, transparency, and... integrity, they serve entrepreneurs, families, and professionals, guiding them through market shifts and life transitions. Their collaborative approach emphasizes a planning mentality to help clients bridge the gap between their current financial situation and future aspirations.Read More

What are Pontem Financial social media links?
Pontem Financial Facebook page
Is Pontem Financial a public company?
Pontem Financial is private company therefore does not currently have an official ticker symbol
See more information about Pontem Financial

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