SGK Wealth Advisors

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

893a Harrison St SE, Leesburg, Virginia,...

Phone Number

(703) 777-8826

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About SGK Wealth Advisors

Steigerwald, Gordon & Koch Wealth Advisors specializes in independent, fiduciary, fee-only financial planning and investment management services. They cater to clients in D.C., Maryland, Virginia, and beyond, helping individuals achieve financial peace of mind. Their offerings include comprehensive financial planning and personalized investment management, utilizing in-house portfolio managers and tailored portfolios. The firm is dedicated to building trust and providing clarity for clients who may be apprehensive about engaging with a new financial advisor.Explore more
SGK Wealth Advisors's Social MediaPopular SearchesSGK Wealth Advisors IncSteigerwald, Gordon & Koch IncSgk Wealth AdvisorsSteigerwald , Gordon & KochSteigerwald Gordon & Koch Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

SGK Wealth Advisors Org Chart

PhoneEmail
JW
United States flag for contact location.

Chief Compliance Officer

PhoneEmail

PhoneEmail
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Compare insights from companies similar to SGK 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

SGK Wealth Advisors

<$5M
1-10
Private
<$5M
1995
JW
Jennifer WigginsChief Compliance Officer
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SGK Wealth Advisors financials insights

Gather financial insights about SGK Wealth Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All SGK Wealth Advisors's Financials Insights

SGK Wealth Advisors Tech Stack

A closer look at the technologies used by SGK Wealth Advisors

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Frequently Asked Questions Regarding SGK Wealth Advisors

What is SGK Wealth Advisors's official website?
SGK Wealth Advisors's official website is www.sgkwealthadvisors.com
What is SGK Wealth Advisors's Revenue?
SGK Wealth Advisors's revenue is <$5 Million
What is SGK Wealth Advisors's SIC code?
SGK Wealth Advisors's SIC: 62,628
What is SGK Wealth Advisors's NAICS code?
SGK Wealth Advisors's NAICS: 52,523
How many employees does SGK Wealth Advisors have?
SGK Wealth Advisors has 1-10 employees
What industry does SGK Wealth Advisors belong to?
SGK Wealth Advisors is in the industry of: Finance, Securities Trading
What is SGK Wealth Advisors competition?
SGK Wealth Advisors top competitors include: Pillar Wealth Management, Radnor Financial Advisors, HFG Wealth Management, Stockade Wealth Management
What technology does SGK Wealth Advisors use?
Some of the popular technologies that SGK Wealth Advisors uses are: reCAPTCHA, Constant Contact, Google Font API, Google Tag Manager
How do I contact SGK Wealth Advisors?
SGK Wealth Advisors contact info: Phone number: (703) 777-8826 Website: www.sgkwealthadvisors.com
What does SGK Wealth Advisors do?

Steigerwald, Gordon & Koch Wealth Advisors specializes in independent, fiduciary, fee-only financial planning and investment management services. They cater to clients in D.C., Maryland, Virginia, and beyond, helping individuals achieve financial peace of mind. Their offerings include comprehensive financial planning and personalized investment man... agement, utilizing in-house portfolio managers and tailored portfolios. The firm is dedicated to building trust and providing clarity for clients who may be apprehensive about engaging with a new financial advisor.Read More

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

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