Process Design Capital Management

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

7301 N 16th St Ste 102, Phoenix, Arizona...

Phone Number

(480) 386-0491

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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1
1
1
1

About Process Design Capital Management

Process Design Capital Management, LLC is a discretionary money manager and fiduciary that prioritizes the interests of its clients above its own. The firm offers a range of financial services, including investment management, retirement planning, and insurance products. They aim to educate clients on financial concepts and provide resources such as newsletters, calculators, and podcasts to enhance financial literacy. Their target clients include individuals seeking personalized financial management and investment advisory services.Explore more
Process Design Capital Management's Social MediaPopular SearchesProcess Design Capital Management LLCProcess Design Capitalprocessdesigncapital.comProcess Design Capital ManagementSIC Code 62,628NAICS Code 52,523Show more

Process Design Capital Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Process Design Capital Ma...

<$5M
1-10
Private
-
2014
SB
Sean BalogChief Compliance Officer & CEO & Co-Chief Investment Officer & Co-Founder
<$5M
11-50
Private
-
1986
JS
Jenna SchusterManager, Office, Administration
<$5M
1-10
Private
-
2007
JD
Jennifer DobbinsDirector, Client Services
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2004
SS
Shannon SchofieldOffice Manager
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Process Design Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Process Design Capital Management Tech Stack

A closer look at the technologies used by Process Design Capital Management

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Frequently Asked Questions Regarding Process Design Capital Management

What is Process Design Capital Management's official website?
Process Design Capital Management's official website is www.processdesigncapital.com
What is Process Design Capital Management's Revenue?
Process Design Capital Management's revenue is <$5 Million
What is Process Design Capital Management's SIC code?
Process Design Capital Management's SIC: 62,628
What is Process Design Capital Management's NAICS code?
Process Design Capital Management's NAICS: 52,523
How many employees does Process Design Capital Management have?
Process Design Capital Management has 1-10 employees
What industry does Process Design Capital Management belong to?
Process Design Capital Management is in the industry of: Finance, Insurance, Securities Trading
What is Process Design Capital Management competition?
Process Design Capital Management top competitors include: Inflection Wealth Management, Global Fund Management, Corvus Capital, Copper Canyon Wealth Management
What technology does Process Design Capital Management use?
Some of the popular technologies that Process Design Capital Management uses are: Smarsh, Google Font API, Google Tag Manager, Font Awesome
How do I contact Process Design Capital Management?
Process Design Capital Management contact info: Phone number: (480) 386-0491 Website: www.processdesigncapital.com
What does Process Design Capital Management do?

Process Design Capital Management, LLC is a discretionary money manager and fiduciary that prioritizes the interests of its clients above its own. The firm offers a range of financial services, including investment management, retirement planning, and insurance products. They aim to educate clients on financial concepts and provide resources such a... s newsletters, calculators, and podcasts to enhance financial literacy. Their target clients include individuals seeking personalized financial management and investment advisory services.Read More

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

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