Runey & Associates Wealth Management

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

761 Coleman Blvd Ste E, Mount Pleasant, ...

Phone Number

(843) 654-1211

Revenue

$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Runey & Associates Wealth Management

Runey & Associates Wealth Management is a financial planning firm located in Charleston, SC, specializing in retirement planning for clients aged 50 and older. They offer a range of services including tax planning, investment management, insurance advisement, and multigenerational planning, all under a fee-only fiduciary model. The firm emphasizes education-based advice, ensuring clients understand their financial decisions rather than simply being sold products. With a commitment to personalized service, they cater to clients with at least $1 million in investable assets.Explore more
Runey & Associates Wealth Management's Social MediaPopular SearchesRuney & Associates Wealth ManagementAssociates Wealth ManagementE & R Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Runey & Associates Wealth Management Org Chart

JR
United States flag for contact location.

Founder & Chief Executive Officer

PhoneEmail
Linda Runey, Chief Operating Officer at Runey & Associates Wealth Management
United States flag for contact location.

Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Runey & Associates Wealth...

$5M
1-10
Private
-
2014
JR
James RuneyFounder & CEO
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2012
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Runey & Associates Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Runey & Associates Wealth Management Tech Stack

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Runey & Associates Wealth Management News & Media

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Frequently Asked Questions Regarding Runey & Associates Wealth Management

What is Runey & Associates Wealth Management's official website?
Runey & Associates Wealth Management's official website is www.raawealth.com
What is Runey & Associates Wealth Management's Revenue?
Runey & Associates Wealth Management's revenue is $5 Million
What is Runey & Associates Wealth Management's SIC code?
Runey & Associates Wealth Management's SIC: 62,628
What is Runey & Associates Wealth Management's NAICS code?
Runey & Associates Wealth Management's NAICS: 52,523
How many employees does Runey & Associates Wealth Management have?
Runey & Associates Wealth Management has 1-10 employees
What industry does Runey & Associates Wealth Management belong to?
Runey & Associates Wealth Management is in the industry of: Finance, Securities Trading
What is Runey & Associates Wealth Management competition?
Runey & Associates Wealth Management top competitors include: Stockade Wealth Management, Waterford Advisors, Purtill Financial, Core Wealth Management
What technology does Runey & Associates Wealth Management use?
Some of the popular technologies that Runey & Associates Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Tag Manager
How do I contact Runey & Associates Wealth Management?
Runey & Associates Wealth Management contact info: Phone number: (843) 654-1211 Website: www.raawealth.com
What does Runey & Associates Wealth Management do?

Runey & Associates Wealth Management is a financial planning firm located in Charleston, SC, specializing in retirement planning for clients aged 50 and older. They offer a range of services including tax planning, investment management, insurance advisement, and multigenerational planning, all under a fee-only fiduciary model. The firm emphasizes... education-based advice, ensuring clients understand their financial decisions rather than simply being sold products. With a commitment to personalized service, they cater to clients with at least $1 million in investable assets.Read More

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

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