Sheepdog Planning

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

2 Park Ave Ste 300, New York City, New Y...

Phone Number

(212) 681-0460

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Sheepdog Planning

Sheepdog Planning provides securities and investment advisory services through registered representatives of Hornor, Townsend, & Kent, LLC. The company serves clients primarily in New York and other states, offering insurance and security products. They are not affiliated with HTK and do not provide tax or legal advice. Their target clients include individuals seeking financial planning and investment services.Explore more
Popular SearchesSheepdog PlanningSIC Code 62,621NAICS Code 52,523Show more

Sheepdog Planning Org Chart

HG
United States flag for contact location.

Chief Executive Officer & Managing Partner

PhoneEmail
KR
United States flag for contact location.

Director, Wealth Management

PhoneEmail
HH
United States flag for contact location.

Director, Advanced Insurance Planning

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sheepdog Planning

<$5M
11-50
Private
-
-
HG
Hunter GimbelCEO & Managing Partner
<$5M
11-50
Private
-
2014
MS
Maylot SterlinaChief Marketing Officer
<$5M
1-10
Private
-
1959
BF
Bridget FarringtonDirector, Marketing
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2015
JG
Jodi GambiniFinancial Planning Specialist
Illustration of an envelope

Sheepdog Planning Tech Stack

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Frequently Asked Questions Regarding Sheepdog Planning

What is Sheepdog Planning's official website?
Sheepdog Planning's official website is www.sheepdogplanning.com
What is Sheepdog Planning's Revenue?
Sheepdog Planning's revenue is <$5 Million
What is Sheepdog Planning's SIC code?
Sheepdog Planning's SIC: 62,621
What is Sheepdog Planning's NAICS code?
Sheepdog Planning's NAICS: 52,523
How many employees does Sheepdog Planning have?
Sheepdog Planning has 11-50 employees
What industry does Sheepdog Planning belong to?
Sheepdog Planning is in the industry of: Finance, Insurance, Securities Trading
What is Sheepdog Planning competition?
Sheepdog Planning top competitors include: Drucker Wealth, Ratcliff Financial Services, Perpetual Lifestyle Planning, Thoroughbred Advisors
What technology does Sheepdog Planning use?
Some of the popular technologies that Sheepdog Planning uses are: Proofpoint, GoDaddy DNS, Amazon Web Hosting
How do I contact Sheepdog Planning?
Sheepdog Planning contact info: Phone number: (212) 681-0460 Website: www.sheepdogplanning.com
What does Sheepdog Planning do?

Sheepdog Planning provides securities and investment advisory services through registered representatives of Hornor, Townsend, & Kent, LLC. The company serves clients primarily in New York and other states, offering insurance and security products. They are not affiliated with HTK and do not provide tax or legal advice. Their target clients include... individuals seeking financial planning and investment services.Read More

Is Sheepdog Planning a public company?
Sheepdog Planning is private company therefore does not currently have an official ticker symbol
See more information about Sheepdog Planning

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