Round

Finance · Montana, United States · 11-50 Employees

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Overview

Headquarters

283 W Front St Ste 101, Missoula, Montan...

Phone Number

(406) 543-8244

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Round

Round | Stabio Wealth Management Group, affiliated with D.A. Davidson & Co., specializes in assisting clients with wealth management during life's transitions. Their services are designed to help clients focus on spending quality time with loved ones and engaging in activities they value most. The firm offers a range of financial advisory services, including investment services, annuities, and insurance products. Their intended clients are individuals seeking guidance in managing their wealth effectively.Explore more
Round's Social MediaPopular SearchesRoundSIC Code 62,628NAICS Code 52,523Show more

Round Org Chart

PhoneEmail
MI
United States flag for contact location.

Senior Registered Practice Coordinator

PhoneEmail
CM
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Round

<$5M
11-50
Private
-
-
MI
Megan IngersollSenior Registered Practice Coordinator
<$5M
11-50
Private
-
-
SP
Stacey PittmanExecutive Vice President & Managing Director
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2020
<$5M
1-10
Private
-
1996
N/A
Illustration of an envelope

Round Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Round

What is Round's official website?
Round's official website is www.roundstabiowmgroup.com
What is Round's Revenue?
Round's revenue is <$5 Million
What is Round's SIC code?
Round's SIC: 62,628
What is Round's NAICS code?
Round's NAICS: 52,523
How many employees does Round have?
Round has 11-50 employees
What industry does Round belong to?
Round is in the industry of: Finance, Securities Trading
What is Round competition?
Round top competitors include: Ross Krause, Gebhart Associates, advisorunlimited.ca, Btwealthadvisors.com
What technology does Round use?
Some of the popular technologies that Round uses are: reCAPTCHA, Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1
How do I contact Round?
Round contact info: Phone number: (406) 543-8244 Website: www.roundstabiowmgroup.com
What does Round do?

Round | Stabio Wealth Management Group, affiliated with D.A. Davidson & Co., specializes in assisting clients with wealth management during life's transitions. Their services are designed to help clients focus on spending quality time with loved ones and engaging in activities they value most. The firm offers a range of financial advisory services,... including investment services, annuities, and insurance products. Their intended clients are individuals seeking guidance in managing their wealth effectively.Read More

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

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