Saint Francis Capital
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
956 Walnut St Ste 200, San Luis Obispo, ...Phone Number
(805) 225-4805Website
www.saintfranciscapital.comRevenue
$7.2 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Saint Francis Capital
Saint Francis Capital is an independent Registered Investment Advisor based in Houston, Texas, specializing in wealth management for individual investors and their families across the United States. The firm offers a range of services including tax strategies, estate planning, retirement planning, and investment strategies, with a focus on preserving and managing wealth. Their client base includes pilots and flight attendants from major airlines as well as high-net-worth individuals from various professions. Saint Francis Capital prides itself on being a fiduciary, ensuring that their clients' best interests are always prioritized.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Saint Francis Capital is experiencing very low activity levels compared to other companies in the Finance sector.
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Saint Francis Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Saint Francis Capital.
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Saint Francis Capital is an independent Registered Investment Advisor based in Houston, Texas, specializing in wealth management for individual investors and their families across the United States. The firm offers a range of services including tax strategies, estate planning, retirement planning, and investment strategies, with a focus on preservi... Read More
