Rosenthal Wealth Management Group

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

9265 Corporate Cir, Manassas, Virginia, ...

Phone Number

(703) 330-3100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
4
1
1
1
2
1

About Rosenthal Wealth Management Group

Rosenthal Wealth Management Group offers comprehensive wealth management and financial planning services tailored to individuals, families, pre-retirees, retirees, and business owners. Their educational approach empowers clients to navigate financial landscapes with confidence while focusing on long-term legacy preservation. The firm emphasizes personalized strategies and regular plan reviews to ensure clients achieve their financial goals. With a multi-generational perspective, they aim to build enduring relationships and enhance the client experience through modern processes and technologies.Explore more
Rosenthal Wealth Management Group's Social MediaPopular SearchesRosenthal Wealth Management GroupRosenthal Wealth ManagementWealth Builders IncS L Rosenthal IncSl Rosenthal, Inc Dba RosenthalSIC Code 62,628NAICS Code 52,523Show more

Rosenthal Wealth Management Group Org Chart

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Director, Operations

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Director, Communications

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RJ
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Director, Marketing

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Client Account Service Coordinator

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Client Account Service Coordinator

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Business Coordinator

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rosenthal Wealth Manageme...

<$5M
11-50
Private
-
1995
SR
Sanford RosenthalDirector, Operations
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
1998
<$5M
1-10
Private
-
2014
Alexander Nalle, Managing Partner at Oak Wealth Management
Alexander NalleManaging Partner
<$5M
1-10
Private
-
-
AS
Aaron SoderstromFounder & Investment Chief & Strategist
<$5M
1-10
Private
-
1994
JP
Joe PustoverCertified Financial Planner
<$5M
1-10
Private
-
2005
CH
Charles HessGeneral Securities Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Rosenthal Wealth Management Group Tech Stack

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Rosenthal Wealth Management Group News & Media

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Frequently Asked Questions Regarding Rosenthal Wealth Management Group

What is Rosenthal Wealth Management Group's official website?
Rosenthal Wealth Management Group's official website is www.rosenthalwealthmanagement.com
What is Rosenthal Wealth Management Group's Revenue?
Rosenthal Wealth Management Group's revenue is <$5 Million
What is Rosenthal Wealth Management Group's SIC code?
Rosenthal Wealth Management Group's SIC: 62,628
What is Rosenthal Wealth Management Group's NAICS code?
Rosenthal Wealth Management Group's NAICS: 52,523
How many employees does Rosenthal Wealth Management Group have?
Rosenthal Wealth Management Group has 11-50 employees
What industry does Rosenthal Wealth Management Group belong to?
Rosenthal Wealth Management Group is in the industry of: Finance, Securities Trading
What is Rosenthal Wealth Management Group competition?
Rosenthal Wealth Management Group top competitors include: Omega, Bloomingdale Investments, Wollman Wealth Designs, Vinson Financial Group
What companies has Rosenthal Wealth Management Group acquired?
Rosenthal Wealth Management Group has acquired the companies: ReliaStar Life Insurance, Benefit Strategies, Benefit Informatics, Pen-Cal
What technology does Rosenthal Wealth Management Group use?
Some of the popular technologies that Rosenthal Wealth Management Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Microsoft 365
How do I contact Rosenthal Wealth Management Group?
Rosenthal Wealth Management Group contact info: Phone number: (703) 330-3100 Website: www.rosenthalwealthmanagement.com
What does Rosenthal Wealth Management Group do?

Rosenthal Wealth Management Group offers comprehensive wealth management and financial planning services tailored to individuals, families, pre-retirees, retirees, and business owners. Their educational approach empowers clients to navigate financial landscapes with confidence while focusing on long-term legacy preservation. The firm emphasizes per... sonalized strategies and regular plan reviews to ensure clients achieve their financial goals. With a multi-generational perspective, they aim to build enduring relationships and enhance the client experience through modern processes and technologies.Read More

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

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