Sgroi Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

368 Broadway Fl 1, Albany, New York, 122...

Phone Number

(518) 477-3626

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Sgroi Wealth Management

Sgroi Wealth specializes in providing comprehensive financial services including retirement planning, investment management, tax-aware investing, and family estate organization. Their dedicated team focuses on creating personalized investment strategies to help clients achieve their desired lifestyle and secure their financial future. With a commitment to open communication, they engage with clients throughout their financial journey, ensuring that their needs and milestones are addressed. Sgroi Wealth aims to support both new investors and seasoned clients in maximizing their assets and navigating complex financial decisions.Explore more
Sgroi Wealth Management's Social MediaPopular SearchesSgroi Wealth Management IncSgori Wealth Management IncCapital Wealth Management of NyCapital Wealth Mgmt New YorkSgroi WealthSIC Code 62,628NAICS Code 52,523Show more

Sgroi Wealth Management Org Chart

PhoneEmail
KD
United States flag for contact location.

Manager, Branch Operations

PhoneEmail

PhoneEmail
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Compare insights from companies similar to Sgroi 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

Sgroi Wealth Management

<$5M
1-10
Private
-
1980
KD
Kim DumontManager, Branch Operations
<$5M
1-10
Private
-
2016
AA
Alexandra AlexandrouDirector, Operations
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sgroi Wealth Management Tech Stack

A closer look at the technologies used by Sgroi Wealth Management

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Frequently Asked Questions Regarding Sgroi Wealth Management

What is Sgroi Wealth Management's official website?
Sgroi Wealth Management's official website is www.sgroiwealth.com
What is Sgroi Wealth Management's Revenue?
Sgroi Wealth Management's revenue is <$5 Million
What is Sgroi Wealth Management's SIC code?
Sgroi Wealth Management's SIC: 62,628
What is Sgroi Wealth Management's NAICS code?
Sgroi Wealth Management's NAICS: 52,523
How many employees does Sgroi Wealth Management have?
Sgroi Wealth Management has 1-10 employees
What industry does Sgroi Wealth Management belong to?
Sgroi Wealth Management is in the industry of: Finance, Securities Trading
What is Sgroi Wealth Management competition?
Sgroi Wealth Management top competitors include: Weinberg Financial Advisory, Independent Investment Services, Copper Canyon Wealth Management, Cape Cod Wealth Strategies & Insurance Services
What technology does Sgroi Wealth Management use?
Some of the popular technologies that Sgroi Wealth Management uses are: WooCommerce, WordPress.org, PHP, Font Awesome
How do I contact Sgroi Wealth Management?
Sgroi Wealth Management contact info: Phone number: (518) 477-3626 Website: www.sgroiwealth.com
What does Sgroi Wealth Management do?

Sgroi Wealth specializes in providing comprehensive financial services including retirement planning, investment management, tax-aware investing, and family estate organization. Their dedicated team focuses on creating personalized investment strategies to help clients achieve their desired lifestyle and secure their financial future. With a commit... ment to open communication, they engage with clients throughout their financial journey, ensuring that their needs and milestones are addressed. Sgroi Wealth aims to support both new investors and seasoned clients in maximizing their assets and navigating complex financial decisions.Read More

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

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