Serviss Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1605 Pandosy St, Kelowna, British Columb...

Phone Number

(778) 484-1435

Revenue

<$5 Million

Industry

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

Serviss Wealth Management is an independent financial planning firm founded in 2014 and headquartered in Kelowna, British Columbia.Explore more
Serviss Wealth Management's Social MediaPopular SearchesServiss Wealth ManagementServiss WealthCom ServisswealthmanagementSIC Code 62,628NAICS Code 52,523Show more

Serviss Wealth Management Org Chart

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JS
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Support Executive & Associate

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Compare Similar Companies to Serviss Wealth Management

Compare insights from companies similar to Serviss Wealth Management, 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

Serviss Wealth Management

<$5M
1-10
Private
-
2014
JS
Julie ScottSupport Executive & Associate
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
11-50
Private
-
-
CA
Collin AndriesWealth Advisor
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2004
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Serviss Wealth Management Tech Stack

A closer look at the technologies used by Serviss Wealth Management

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Frequently Asked Questions Regarding Serviss Wealth Management

What is Serviss Wealth Management's official website?
Serviss Wealth Management's official website is www.servisswealth.com
What is Serviss Wealth Management's Revenue?
Serviss Wealth Management's revenue is <$5 Million
What is Serviss Wealth Management's SIC code?
Serviss Wealth Management's SIC: 62,628
What is Serviss Wealth Management's NAICS code?
Serviss Wealth Management's NAICS: 52,523
How many employees does Serviss Wealth Management have?
Serviss Wealth Management has 1-10 employees
What industry does Serviss Wealth Management belong to?
Serviss Wealth Management is in the industry of: Finance, Securities Trading
What is Serviss Wealth Management competition?
Serviss Wealth Management top competitors include: Kerr Financial, Tetrault Wealth Advisory Group, Accessible Wealth Strategies, Navigator Financial
What technology does Serviss Wealth Management use?
Some of the popular technologies that Serviss Wealth Management uses are: WordPress.org, PHP, NS1, Cloudflare Website Optimization
How do I contact Serviss Wealth Management?
Serviss Wealth Management contact info: Phone number: (778) 484-1435 Website: www.servisswealth.com
What does Serviss Wealth Management do?

Serviss Wealth Management is an independent financial planning firm founded in 2014 and headquartered in Kelowna, British Columbia.... Read More

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

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