Proxy Freedom
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
877 Ygnacio Valley Rd Ste 220, Walnut Cr...Phone Number
(925) 472-8300Website
www.proxy-freedom.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
1
1
About Proxy Freedom
Proxy Freedom is a team of financial professionals specializing in comprehensive wealth management solutions tailored for a select group of clients. They offer personalized strategies, investment management, and risk assessment to help clients achieve their financial goals and enhance long-term well-being. Additionally, they provide financial planning and broker-dealer services, including RIA, insurance, and private equity services. The company is committed to empowering clients through proactive, goal-based financial planning, continuing the legacy of its founder, Pat Vitucci.Explore more
Popular SearchesProxy Freedom LLCSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Proxy Freedom
<$5M
11-50
Private
-
2022
N/A
Company Profile Activity
Activity Insights
Proxy Freedom is experiencing very low activity levels compared to other companies in the Finance sector.
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Proxy Freedom is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Proxy Freedom.
Proxy Freedom Tech Stack
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Proxy Freedom is a team of financial professionals specializing in comprehensive wealth management solutions tailored for a select group of clients. They offer personalized strategies, investment management, and risk assessment to help clients achieve their financial goals and enhance long-term well-being. Additionally, they provide financial plann... Read More
