Pursuit Wealth Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

950 Essington Rd Ste 200, Joliet, Illino...

Revenue

$10.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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About Pursuit Wealth Group

Were an independent firm serving the diverse needs of clients like you: individuals, families, and business owners. We believe in creatingrelationshipsthat are built to last. Integrity and trust matter, and theyre at the core ofeverything we do. Well work diligently to understandwhat you needthen develop the right strategyto make it happen.When you partner with us, well help you. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Pursuit Wealth Group, 950 Essington Road, Suite 2A, Joliet, IL 60535, Phone: 815-714-7670. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NM, NW, NY, OH, OR, PA, SC TN, TX, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment producRead more
Pursuit Wealth Group's Social MediaPopular SearchesPursuit Wealth GroupPursuit Wealth Group LLCSIC Code 62,628NAICS Code 52,523Show more

Pursuit Wealth Group Org Chart

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Client Relationship Manager

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Client Relationship Manager

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pursuit Wealth Group

$10.4M
1-10
Private
-
2021
MH
Margie HollowayClient Relationship Manager
$5.5M
1-10
Private
-
2021
N/A
<$5M
11-50
Private
-
2023
CA
Caitlin AdyDirector, Operations & Client Experience
<$5M
11-50
Private
-
2022
JS
Jared SloanVice President
<$5M
1-10
Private
-
2021
Dana Pollard, Chief Executive Officer & Principal at Lumitas Wealth Strategies
Dana PollardCEO & Principal
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pursuit Wealth Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Pursuit Wealth Group Tech Stack

A closer look at the technologies used by Pursuit Wealth Group

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Frequently Asked Questions Regarding Pursuit Wealth Group

What is Pursuit Wealth Group's official website?
Pursuit Wealth Group's official website is www.pursuitwealthgroup.com
What is Pursuit Wealth Group's Revenue?
Pursuit Wealth Group's revenue is $10.4 Million
What is Pursuit Wealth Group's SIC code?
Pursuit Wealth Group's SIC: 62,628
What is Pursuit Wealth Group's NAICS code?
Pursuit Wealth Group's NAICS: 52,523
How many employees does Pursuit Wealth Group have?
Pursuit Wealth Group has 1-10 employees
What industry does Pursuit Wealth Group belong to?
Pursuit Wealth Group is in the industry of: Finance, Securities Trading
What is Pursuit Wealth Group competition?
Pursuit Wealth Group top competitors include: Yellow Finch Financial, Tolmiros Financial Designs, Cumberland Wealth Management, Lumitas Wealth Strategies
What technology does Pursuit Wealth Group use?
Some of the popular technologies that Pursuit Wealth Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
What does Pursuit Wealth Group do?

Were an independent firm serving the diverse needs of clients like you: individuals, families, and business owners. We believe in creatingrelationshipsthat are built to last. Integrity and trust matter, and theyre at the core ofeverything we do. Well work diligently to understandwhat you needthen develop the right strategyto make it happen.When you... partner with us, well help you. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Pursuit Wealth Group, 950 Essington Road, Suite 2A, Joliet, IL 60535, Phone: 815-714-7670. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NM, NW, NY, OH, OR, PA, SC TN, TX, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.htmlRead More

What are Pursuit Wealth Group social media links?
Pursuit Wealth Group Linkedin page
Is Pursuit Wealth Group a public company?
Pursuit Wealth Group is private company therefore does not currently have an official ticker symbol
See more information about Pursuit Wealth Group

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