Selkirk Wealth Advisors

Finance · Washington, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

203 N Washington St Ste 203, Spokane, Wa...

Phone Number

(509) 270-2886

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 Selkirk Wealth Advisors

Selkirk Wealth Advisors is a fee-only financial planning and wealth management firm based in Spokane, WA, specializing in services for high net worth clients, including individuals, families, trusts, and foundations. They offer comprehensive financial plans, investment portfolios, and various planning services such as retirement, tax strategies, estate planning, and education funding. As registered investment advisors, they prioritize simplifying complex financial topics to meet the unique goals of their clients. Their approach focuses on actively managing portfolios and providing personalized guidance to help clients make informed financial decisions.Explore more
Selkirk Wealth Advisors's Social MediaPopular SearchesSelkirk Wealth Advisors LLCSelkirk Wealth AdvisorsTodd Koyama CFP( RSIC Code 62,628NAICS Code 52,523Show more

Selkirk Wealth Advisors Org Chart

PhoneEmail
MS
United States flag for contact location.

Client Service Coordinator

PhoneEmail
SW
United States flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Selkirk Wealth Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Selkirk Wealth Advisors

Compare insights from companies similar to Selkirk Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Selkirk Wealth Advisors

<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1999
Nathaniel Klitzing, Chief Executive Officer & Principal & Wealth Advisor at Cambridge Capital Management
Nathaniel KlitzingCEO & Principal & Wealth Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Selkirk Wealth Advisors Tech Stack

A closer look at the technologies used by Selkirk Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding Selkirk Wealth Advisors

What is Selkirk Wealth Advisors's official website?
Selkirk Wealth Advisors's official website is www.selkirkwealth.com
What is Selkirk Wealth Advisors's Revenue?
Selkirk Wealth Advisors's revenue is <$5 Million
What is Selkirk Wealth Advisors's SIC code?
Selkirk Wealth Advisors's SIC: 62,628
What is Selkirk Wealth Advisors's NAICS code?
Selkirk Wealth Advisors's NAICS: 52,523
How many employees does Selkirk Wealth Advisors have?
Selkirk Wealth Advisors has 1-10 employees
What industry does Selkirk Wealth Advisors belong to?
Selkirk Wealth Advisors is in the industry of: Finance, Securities Trading
What is Selkirk Wealth Advisors competition?
Selkirk Wealth Advisors top competitors include: Goodrich and Associates, Focus Financial Network, Legacy Wealth Management Group Las Vegas, Stockade Wealth Management
What technology does Selkirk Wealth Advisors use?
Some of the popular technologies that Selkirk Wealth Advisors uses are: WordPress.org, PHP, Google Cloud DNS, Google Universal Analytics
How do I contact Selkirk Wealth Advisors?
Selkirk Wealth Advisors contact info: Phone number: (509) 270-2886 Website: www.selkirkwealth.com
What does Selkirk Wealth Advisors do?

Selkirk Wealth Advisors is a fee-only financial planning and wealth management firm based in Spokane, WA, specializing in services for high net worth clients, including individuals, families, trusts, and foundations. They offer comprehensive financial plans, investment portfolios, and various planning services such as retirement, tax strategies, es... tate planning, and education funding. As registered investment advisors, they prioritize simplifying complex financial topics to meet the unique goals of their clients. Their approach focuses on actively managing portfolios and providing personalized guidance to help clients make informed financial decisions.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.