Ross Financial Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

64 66th Pl, Long Beach, California, 9080...

Phone Number

(562) 438-1000

Revenue

<$5 Million

Industry

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

About Ross Financial Group

Ross Financial Group is an investment advisory firm based in California that focuses on delivering consistent superior performance for its clients. They prioritize building trust with their clients by understanding their concerns and putting their interests first. The firm offers investment strategies, such as the Tides Portfolio, which has demonstrated strong performance, outperforming the market in several years. Their intended clients include individuals and private foundations seeking to grow their wealth with confidence and lower their investment risks.Explore more
Popular SearchesRoss Financial GroupSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ross Financial Group

<$5M
1-10
Private
-
-
N/A
$25M
11-50
Private
-
2011
Scott Puritz, Managing Director, Member of Investment Committee at Rebalance
Scott PuritzManaging Director, Member of Investment Committee
$6.4M
11-50
Private
<$5M
2010
N/A
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ross Financial Group Tech Stack

A closer look at the technologies used by Ross Financial Group

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Frequently Asked Questions Regarding Ross Financial Group

What is Ross Financial Group's official website?
Ross Financial Group's official website is www.rossfg.com
What is Ross Financial Group's Revenue?
Ross Financial Group's revenue is <$5 Million
What is Ross Financial Group's SIC code?
Ross Financial Group's SIC: 62,628
What is Ross Financial Group's NAICS code?
Ross Financial Group's NAICS: 52,523
How many employees does Ross Financial Group have?
Ross Financial Group has 1-10 employees
What industry does Ross Financial Group belong to?
Ross Financial Group is in the industry of: Finance, Securities Trading
What is Ross Financial Group competition?
Ross Financial Group top competitors include: Evanson Asset Management, Montecito Capital Management Group, RPg Family Wealth Advisory, Granite Capital Wealth Management
What technology does Ross Financial Group use?
Some of the popular technologies that Ross Financial Group uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Ross Financial Group?
Ross Financial Group contact info: Phone number: (562) 438-1000 Website: www.rossfg.com
What does Ross Financial Group do?

Ross Financial Group is an investment advisory firm based in California that focuses on delivering consistent superior performance for its clients. They prioritize building trust with their clients by understanding their concerns and putting their interests first. The firm offers investment strategies, such as the Tides Portfolio, which has demonst... rated strong performance, outperforming the market in several years. Their intended clients include individuals and private foundations seeking to grow their wealth with confidence and lower their investment risks.Read More

Is Ross Financial Group a public company?
Ross Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Ross Financial Group

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