SFP Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

100 William St Ste 300, Wellesley, Massa...

Phone Number

(781) 239-2000

Revenue

<$5 Million

Industry

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

About SFP Wealth

SFP Wealth is a Boston, Massachusetts-based financial advisory firm providing comprehensive wealth management services to individual investors, families, executives, and small-to-midsize businesses. The firm takes an integrated approach to financial planning, aligning clients' goals with a dedicated team of financial professionals across a broad range of disciplines. SFP Wealth emphasizes personalized service, objectivity, and long-term client relationships. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.Explore more
SFP Wealth's Social MediaPopular SearchesSFP WealthSfp Wealth LLCsfpwealth.comSfpwealthFmgsuiteSIC Code 62,628NAICS Code 52,523Show more

SFP Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SFP Wealth

<$5M
11-50
Private
-
2012
AF
Amy FradkinChief of Staff
$14.8M
51-200
Private
-
2017
TC
Tracy CroleyMarketing Specialist
<$5M
51-200
Private
<$5M
2012
KG
Kimberly GriffinChief Operating Officer
<$5M
1-10
Private
-
-
MG
Marge GarrisonPosition In Client Services
<$5M
1-10
Private
-
2000
JM
Joseph MakPartner and Co-President
<$5M
1-10
Private
-
2007
DM
Dennis McMillinRegistered Representative
<$5M
1-10
Private
-
1901
AJ
Andrew JoyceInvestment Advisor & Representative & Financial Services Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SFP Wealth Tech Stack

A closer look at the technologies used by SFP Wealth

Top Finance Companies

Frequently Asked Questions Regarding SFP Wealth

What is SFP Wealth's official website?
SFP Wealth's official website is www.sfpwealth.com
What is SFP Wealth's Revenue?
SFP Wealth's revenue is <$5 Million
What is SFP Wealth's SIC code?
SFP Wealth's SIC: 62,628
What is SFP Wealth's NAICS code?
SFP Wealth's NAICS: 52,523
How many employees does SFP Wealth have?
SFP Wealth has 11-50 employees
What industry does SFP Wealth belong to?
SFP Wealth is in the industry of: Finance, Securities Trading
What is SFP Wealth competition?
SFP Wealth top competitors include: MassMutual, Flourish Financial Partners, Capital Strategies, SE Bohan Financial Group
What technology does SFP Wealth use?
Some of the popular technologies that SFP Wealth uses are: Cloudflare Website Optimization, Proofpoint, Sched, Google Tag Manager
How do I contact SFP Wealth?
SFP Wealth contact info: Phone number: (781) 239-2000 Website: www.sfpwealth.com
What does SFP Wealth do?

SFP Wealth is a Boston, Massachusetts-based financial advisory firm providing comprehensive wealth management services to individual investors, families, executives, and small-to-midsize businesses. The firm takes an integrated approach to financial planning, aligning clients' goals with a dedicated team of financial professionals across a broad ra... nge of disciplines. SFP Wealth emphasizes personalized service, objectivity, and long-term client relationships. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. SFP Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.Read More

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

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