Sanstrum & Associates

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

320 N Main Ave Ste 208, Gresham, Oregon,...

Phone Number

(503) 241-7430

Revenue

<$5 Million

Industry

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

About Sanstrum & Associates

Sanstrum & Associates, Inc. specializes in wealth management and investment planning for families and small businesses, aiming to help clients achieve financial peace and success since 1987. The company emphasizes understanding clients' goals, aspirations, and values through a process of listening, refining, planning, implementing, and reevaluating. Their services include investment products, retirement planning, estate planning, risk management, and socially responsible investing. Sanstrum & Associates, Inc. operates as a separate entity from Nations Financial Group, Inc., which provides the necessary securities and advisory services.Explore more
Sanstrum & Associates's Social MediaPopular SearchesSanstrum & Associates IncSanstrumSanstrum & Assoc IncSanstrum & AssociatesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sanstrum & Associates

<$5M
1-10
Private
-
1987
N/A
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sanstrum & Associates Tech Stack

A closer look at the technologies used by Sanstrum & Associates

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Frequently Asked Questions Regarding Sanstrum & Associates

What is Sanstrum & Associates's official website?
Sanstrum & Associates's official website is www.sanstrum.com
What is Sanstrum & Associates's Revenue?
Sanstrum & Associates's revenue is <$5 Million
What is Sanstrum & Associates's SIC code?
Sanstrum & Associates's SIC: 62,628
What is Sanstrum & Associates's NAICS code?
Sanstrum & Associates's NAICS: 52,523
How many employees does Sanstrum & Associates have?
Sanstrum & Associates has 1-10 employees
What industry does Sanstrum & Associates belong to?
Sanstrum & Associates is in the industry of: Finance, Securities Trading
What is Sanstrum & Associates competition?
Sanstrum & Associates top competitors include: Murphy Wealth Management, Goodrich and Associates, JBG Wealth Management, OWL Private Wealth Advisors
What technology does Sanstrum & Associates use?
Some of the popular technologies that Sanstrum & Associates uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
How do I contact Sanstrum & Associates?
Sanstrum & Associates contact info: Phone number: (503) 241-7430 Website: www.sanstrum.com
What does Sanstrum & Associates do?

Sanstrum & Associates, Inc. specializes in wealth management and investment planning for families and small businesses, aiming to help clients achieve financial peace and success since 1987. The company emphasizes understanding clients' goals, aspirations, and values through a process of listening, refining, planning, implementing, and reevaluating... . Their services include investment products, retirement planning, estate planning, risk management, and socially responsible investing. Sanstrum & Associates, Inc. operates as a separate entity from Nations Financial Group, Inc., which provides the necessary securities and advisory services.Read More

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

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