Profectus Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

1055 W 7th St Ste 3260, Los Angeles, Cal...

Phone Number

(213) 480-9400

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
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About Profectus Financial

Profectus Financial specializes in advanced financial planning and tax-saving strategies, offering a holistic investment approach and insurance solutions to help clients grow their wealth. Their services cater to business owners and high net worth individuals, focusing on tax planning, retirement planning, estate planning, and wealth management. The company aims to guide clients through financial complexities, enabling them to make informed decisions tailored to their unique needs. With a commitment to improving clients' financial futures, Profectus Financial provides personalized strategies to protect and enhance their financial well-being.Explore more
Profectus Financial's Social MediaPopular SearchesProfectus FinancialProfectus Financial & Insurance Services IncProfectus Wealth Management CoSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Profectus Financial

<$5M
11-50
Private
-
2012
N/A
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
$5.7M
1-10
Private
-
2005
Clyde Ford, President & Founder at Fort Washington Financial
Clyde FordPresident & Founder
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2013
TG
Tammi GatesScheduling Manager
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Profectus Financial Tech Stack

A closer look at the technologies used by Profectus Financial

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Frequently Asked Questions Regarding Profectus Financial

What is Profectus Financial's official website?
Profectus Financial's official website is www.profectusfinancial.com
What is Profectus Financial's Revenue?
Profectus Financial's revenue is <$5 Million
What is Profectus Financial's SIC code?
Profectus Financial's SIC: 62,628
What is Profectus Financial's NAICS code?
Profectus Financial's NAICS: 52,523
How many employees does Profectus Financial have?
Profectus Financial has 11-50 employees
What industry does Profectus Financial belong to?
Profectus Financial is in the industry of: Finance, Insurance, Securities Trading
What is Profectus Financial competition?
Profectus Financial top competitors include: Copper Canyon Wealth Management, Kolinsky Wealth Management, Bay Harbor Wealth Management, Vertex Capital Advisors
What technology does Profectus Financial use?
Some of the popular technologies that Profectus Financial uses are: WordPress.org, PHP, Sucuri WAF, Sucuri Website Security
How do I contact Profectus Financial?
Profectus Financial contact info: Phone number: (213) 480-9400 Website: www.profectusfinancial.com
What does Profectus Financial do?

Profectus Financial specializes in advanced financial planning and tax-saving strategies, offering a holistic investment approach and insurance solutions to help clients grow their wealth. Their services cater to business owners and high net worth individuals, focusing on tax planning, retirement planning, estate planning, and wealth management. Th... e company aims to guide clients through financial complexities, enabling them to make informed decisions tailored to their unique needs. With a commitment to improving clients' financial futures, Profectus Financial provides personalized strategies to protect and enhance their financial well-being.Read More

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

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