Schrette & Lee Wealth Management

Finance · Idaho, United States · 1-10 Employees

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Overview

Headquarters

1407 16th Ave 915, Lewiston, Idaho, 8350...

Phone Number

(208) 743-1943

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Schrette & Lee Wealth Management

Schrette & Lee Wealth Management, established in 2002, provides independent financial advisory services tailored to clients' unique investment strategies and financial goals. The firm emphasizes a conflict-free approach, allowing for flexibility in wealth management solutions without the constraints of proprietary products or production commitments. Their services include retirement planning, investment management, estate planning, insurance, and tax strategies. They aim to build trusted relationships with clients, ensuring their needs are prioritized in an ever-changing economic landscape.Explore more
Schrette & Lee Wealth Management's Social MediaPopular SearchesSchrette & Lee Wealth ManagementSchrette & Lee Financial Services IncSchrette Lee Wealth ManagementSchrette and Lee Wealth ManagementSchrette and LeeSIC Code 62,628NAICS Code 52,523Show more

Schrette & Lee Wealth Management Org Chart

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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Schrette & Lee Wealth Man...

<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2021
DO
Derek OlsonVice President. Managing Partner, Financial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
NM
Nick MagoraOwner and Financial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Schrette & Lee Wealth Management Tech Stack

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Frequently Asked Questions Regarding Schrette & Lee Wealth Management

What is Schrette & Lee Wealth Management's official website?
Schrette & Lee Wealth Management's official website is www.schretteandlee.com
What is Schrette & Lee Wealth Management's Revenue?
Schrette & Lee Wealth Management's revenue is <$5 Million
What is Schrette & Lee Wealth Management's SIC code?
Schrette & Lee Wealth Management's SIC: 62,628
What is Schrette & Lee Wealth Management's NAICS code?
Schrette & Lee Wealth Management's NAICS: 52,523
How many employees does Schrette & Lee Wealth Management have?
Schrette & Lee Wealth Management has 1-10 employees
What industry does Schrette & Lee Wealth Management belong to?
Schrette & Lee Wealth Management is in the industry of: Finance, Securities Trading
What is Schrette & Lee Wealth Management competition?
Schrette & Lee Wealth Management top competitors include: LC Wealth Management, A Geoffrey Wade Financial Services, tclwm.com, Janssen Financial Management
What technology does Schrette & Lee Wealth Management use?
Some of the popular technologies that Schrette & Lee Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, BBB For Businesses
How do I contact Schrette & Lee Wealth Management?
Schrette & Lee Wealth Management contact info: Phone number: (208) 743-1943 Website: www.schretteandlee.com
What does Schrette & Lee Wealth Management do?

Schrette & Lee Wealth Management, established in 2002, provides independent financial advisory services tailored to clients' unique investment strategies and financial goals. The firm emphasizes a conflict-free approach, allowing for flexibility in wealth management solutions without the constraints of proprietary products or production commitments... . Their services include retirement planning, investment management, estate planning, insurance, and tax strategies. They aim to build trusted relationships with clients, ensuring their needs are prioritized in an ever-changing economic landscape.Read More

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

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