Rutledge Financial Partners

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

1013 Chestnut Ln Ste 130, Matthews, Nort...

Phone Number

(704) 684-0671

Revenue

$6.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Rutledge Financial Partners

Rutledge Financial Partners is a full-service wealth management firm based in Matthews, North Carolina, led by African American financial advisor Johnny Rutledge. The firm offers a comprehensive range of services including wealth management, business strategies, retirement planning, estate planning, investment, insurance, and tax services. They cater to a diverse clientele, including sports and entertainment figures, business owners, and high net worth families, focusing on creating customized financial strategies that adapt to clients' needs. With a commitment to building long-lasting relationships, Rutledge Financial Partners aims to positively impact the financial lives of their clients across multiple states.Explore more
Rutledge Financial Partners's Social MediaPopular SearchesRutledge Financial Partners LLCRutledge Financial PartnersFinancial Solutions IncPlatika Financial Solutions IncRutledge LLCSIC Code 62,628NAICS Code 52,523Show more

Rutledge Financial Partners Org Chart

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GI
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Manager, Wealth

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KD
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Manager, Wealth

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NM
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Manager, Wealth

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PR
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Associate Supervision Professional

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rutledge Financial Partne...

$6.8M
11-50
Private
<$5M
2015
GI
George IrbyManager, Wealth
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2007
MM
Mitch MagenheimerFinancial Advisor & Partner
<$5M
1-10
Private
-
2009
LB
Laurie BarelaFounder & CEO
<$5M
1-10
Private
-
-
ED
Elizabeth DurrellFinancial Professional
<$5M
1-10
Private
-
-
JC
Jonathan CallanOwner and Manager
<$5M
1-10
Private
-
2002
HM
Hailee MeyerSenior Investment Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Rutledge Financial Partners financials insights

Gather financial insights about Rutledge Financial Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$23K

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Rutledge Financial Partners Tech Stack

A closer look at the technologies used by Rutledge Financial Partners

Top Finance Companies

Frequently Asked Questions Regarding Rutledge Financial Partners

What is Rutledge Financial Partners's official website?
Rutledge Financial Partners's official website is www.rutledgefinancialpartnersllc.com
What is Rutledge Financial Partners's Revenue?
Rutledge Financial Partners's revenue is $6.8 Million
What is Rutledge Financial Partners's SIC code?
Rutledge Financial Partners's SIC: 62,628
What is Rutledge Financial Partners's NAICS code?
Rutledge Financial Partners's NAICS: 52,523
How many employees does Rutledge Financial Partners have?
Rutledge Financial Partners has 11-50 employees
What industry does Rutledge Financial Partners belong to?
Rutledge Financial Partners is in the industry of: Finance, Securities Trading
What is Rutledge Financial Partners competition?
Rutledge Financial Partners top competitors include: Cornerstone Wealth Management, CBI Investment Services, Trinity Wealth Strategies, Vargas Wealth Management
What technology does Rutledge Financial Partners use?
Some of the popular technologies that Rutledge Financial Partners uses are: Cloudflare Website Optimization, Enom DNS Hosting, Google Tag Manager, FMG Suite
How do I contact Rutledge Financial Partners?
Rutledge Financial Partners contact info: Phone number: (704) 684-0671 Website: www.rutledgefinancialpartnersllc.com
What does Rutledge Financial Partners do?

Rutledge Financial Partners is a full-service wealth management firm based in Matthews, North Carolina, led by African American financial advisor Johnny Rutledge. The firm offers a comprehensive range of services including wealth management, business strategies, retirement planning, estate planning, investment, insurance, and tax services. They cat... er to a diverse clientele, including sports and entertainment figures, business owners, and high net worth families, focusing on creating customized financial strategies that adapt to clients' needs. With a commitment to building long-lasting relationships, Rutledge Financial Partners aims to positively impact the financial lives of their clients across multiple states.Read More

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

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