Schindler Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

7777 Alvarado Rd Ste 621, La Mesa, Calif...

Phone Number

(619) 667-2979

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Schindler Wealth Management

When selecting your Wealth Advisor, make sure they get high marks in each of these areas. Competency Do they have the Experience, Training and Education to effectively be your Wealth Advisor? Caring Do they care about you? Having an advisory team that is vested in your success and wants you to be happy is an important part of your success. Trust Do they have a history of putting their clients needs first? Do they have a reputation for truth and honesty? Do they use outside Custodians to help preserve their clients money? Are they truly independent Advisors or are they employees of a Brokerage Firm or Bank? Can they truly be independent in their thinking and financial tools they use? At the end of the day, what more can any person ask for in a professional relationship? But, we believe if any of these three components are missing, then your results may be compromised. Our goal at Schindler Wealth Management, our 60 years of history, our professionals which are affiliated with LPL, the lRead more
Schindler Wealth Management's Social MediaPopular SearchesSchindler Wealth ManagementSchindler Financial GroupSchindler Wealth Management Incschindler financial group IncSchindler Financial Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Schindler Wealth Management Org Chart

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Director, Operations

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schindler Wealth Manageme...

<$5M
1-10
Private
-
1997
LY
Lisa YanitorDirector, Operations
<$5M
11-50
Private
-
2014
DS
David SmithIndependent Financial Advisor
<$5M
1-10
Private
-
2008
JJ
Jeffrey JaynesPartner, JSW Advisory Group Wealth Advisor, RJFS
<$5M
1-10
Private
-
2012
KC
Kirk CollinsFinancial Consultant
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Schindler Wealth Management Tech Stack

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Frequently Asked Questions Regarding Schindler Wealth Management

What is Schindler Wealth Management's official website?
Schindler Wealth Management's official website is www.schindlerwealth.com
What is Schindler Wealth Management's Revenue?
Schindler Wealth Management's revenue is <$5 Million
What is Schindler Wealth Management's SIC code?
Schindler Wealth Management's SIC: 62,628
What is Schindler Wealth Management's NAICS code?
Schindler Wealth Management's NAICS: 52,523
How many employees does Schindler Wealth Management have?
Schindler Wealth Management has 1-10 employees
What industry does Schindler Wealth Management belong to?
Schindler Wealth Management is in the industry of: Finance, Securities Trading
What is Schindler Wealth Management competition?
Schindler Wealth Management top competitors include: Winthrop Wealth Management, Collins & Guilford Wealth Advisors, JSW Advisory Group, Sunrise Wealth Partners
What technology does Schindler Wealth Management use?
Some of the popular technologies that Schindler Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Neustar UltraDNS, Google Tag Manager
How do I contact Schindler Wealth Management?
Schindler Wealth Management contact info: Phone number: (619) 667-2979 Website: www.schindlerwealth.com
What does Schindler Wealth Management do?

When selecting your Wealth Advisor, make sure they get high marks in each of these areas. Competency Do they have the Experience, Training and Education to effectively be your Wealth Advisor? Caring Do they care about you? Having an advisory team that is vested in your success and wants you to be happy is an important part of your success. Trust Do... they have a history of putting their clients needs first? Do they have a reputation for truth and honesty? Do they use outside Custodians to help preserve their clients money? Are they truly independent Advisors or are they employees of a Brokerage Firm or Bank? Can they truly be independent in their thinking and financial tools they use? At the end of the day, what more can any person ask for in a professional relationship? But, we believe if any of these three components are missing, then your results may be compromised. Our goal at Schindler Wealth Management, our 60 years of history, our professionals which are affiliated with LPL, the largest Independent Broker Dealer in the United States*, combined with our specialization in helping retirees preserve their financial future, is to give you the confidence that you have chosen the right Wealth Management Firm.Read More

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

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