Poulos Advisors

Finance · Vermont, United States · 1-10 Employees

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Overview

Headquarters

1233 Shelburne Rd Ste C4, South Burlingt...

Phone Number

(802) 862-7361

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
2
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About Poulos Advisors

Poulos Advisors, Inc. is an independent wealth management firm based in Burlington, Vermont, specializing in comprehensive investment and financial planning services. The firm focuses on minimizing conflicts of interest to prioritize clients' best interests while providing integrated financial solutions. Their offerings include personal financial planning, investment advisory services, wealth management, business planning, and retirement planning. Poulos Advisors aims to be a dedicated partner in helping clients build and protect their wealth.Explore more
Popular SearchesPoulos Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Poulos Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Poulos Advisors

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2016
NG
Noel GersonInvestment Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
ED
Elizabeth DebolAdministrative Assistant, Remote, Client Relations
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Poulos Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Poulos Advisors Tech Stack

A closer look at the technologies used by Poulos Advisors

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Frequently Asked Questions Regarding Poulos Advisors

What is Poulos Advisors's official website?
Poulos Advisors's official website is www.poulosadvisors.com
What is Poulos Advisors's Revenue?
Poulos Advisors's revenue is <$5 Million
What is Poulos Advisors's SIC code?
Poulos Advisors's SIC: 62,628
What is Poulos Advisors's NAICS code?
Poulos Advisors's NAICS: 52,523
How many employees does Poulos Advisors have?
Poulos Advisors has 1-10 employees
What industry does Poulos Advisors belong to?
Poulos Advisors is in the industry of: Finance, Securities Trading
What is Poulos Advisors competition?
Poulos Advisors top competitors include: Focus Financial Network, Bollin Wealth Management, Vibrance Wealth Management, Radnor Financial Advisors
What technology does Poulos Advisors use?
Some of the popular technologies that Poulos Advisors uses are: Google Font API, Node.js, Fidelity, Microsoft 365
How do I contact Poulos Advisors?
Poulos Advisors contact info: Phone number: (802) 862-7361 Website: www.poulosadvisors.com
What does Poulos Advisors do?

Poulos Advisors, Inc. is an independent wealth management firm based in Burlington, Vermont, specializing in comprehensive investment and financial planning services. The firm focuses on minimizing conflicts of interest to prioritize clients' best interests while providing integrated financial solutions. Their offerings include personal financial p... lanning, investment advisory services, wealth management, business planning, and retirement planning. Poulos Advisors aims to be a dedicated partner in helping clients build and protect their wealth.Read More

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

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