SMART Concepts Group
Likely to Engage tag.Highly Engaged Employees

Business Services · Ohio, United States · 1-10 Employees

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Overview

Headquarters

970 Windham Ct Ste 1A, Youngstown, Ohio,...

Phone Number

(855) 550-8726

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
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Apr
May
ZI Rank
1
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1
1
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1

About SMART Concepts Group

SMART Concepts Group specializes in providing expertise, resources, and solutions to financial advisory firms, helping them grow and develop their practices. They offer personalized coaching, expert-led training, and community support to empower financial advisors in achieving their career goals. Their services include strategic business planning, team and leadership development, compensation design, and practice growth strategies. The company aims to equip financial advisors with the tools and knowledge necessary to navigate the competitive market successfully.Explore more
SMART Concepts Group's Social MediaPopular SearchesSmart Concepts Group LPSmart Concepts GroupSMART Concept GroupsSmart Concepts LLCSmart Office Concepts LLCSIC Code 87,874NAICS Code 54,541Show more

SMART Concepts Group Org Chart

PhoneEmail
KT
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Director, Client Services & Planned Giving Sp...

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DM
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Director, Development & Strategic Giving

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SA
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Director, Operations

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LB
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Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SMART Concepts Group

<$5M
1-10
Private
-
2004
KT
Kathleen ThomasDirector, Client Services & Planned Giving Specialist
$8.9M
11-50
Private
-
2021
LR
Lawrence RucinskiPrincipal & CEO
$5.9M
1-10
Private
-
1998
KM
Kellie MastersDirector, Operations & Chief Compliance Officer
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
<$5M
1-10
Private
-
2003
EM
Erik MoorePartner and Director of Investment Strategy
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2015
BT
Brian ThompsonFounder & President, Retirement Plan & Advisor & Manager, Wealth
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

SMART Concepts Group is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

SMART Concepts Group is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about SMART Concepts Group.

SMART Concepts Group Tech Stack

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Frequently Asked Questions Regarding SMART Concepts Group

What is SMART Concepts Group's official website?
SMART Concepts Group's official website is www.thescg.com
What is SMART Concepts Group's Revenue?
SMART Concepts Group's revenue is <$5 Million
What is SMART Concepts Group's SIC code?
SMART Concepts Group's SIC: 87,874
What is SMART Concepts Group's NAICS code?
SMART Concepts Group's NAICS: 54,541
How many employees does SMART Concepts Group have?
SMART Concepts Group has 1-10 employees
What industry does SMART Concepts Group belong to?
SMART Concepts Group is in the industry of: Business Services, Project Management
What is SMART Concepts Group competition?
SMART Concepts Group top competitors include: RockWay Wealth Partners, Bennett Financial Partners, Moore Wealth, Wealth Advisors of Iowa
What technology does SMART Concepts Group use?
Some of the popular technologies that SMART Concepts Group uses are: Cloudflare Security, Google Workspace, Cloudflare DNS, BlueHost
How do I contact SMART Concepts Group?
SMART Concepts Group contact info: Phone number: (855) 550-8726 Website: www.thescg.com
What does SMART Concepts Group do?

SMART Concepts Group specializes in providing expertise, resources, and solutions to financial advisory firms, helping them grow and develop their practices. They offer personalized coaching, expert-led training, and community support to empower financial advisors in achieving their career goals. Their services include strategic business planning,... team and leadership development, compensation design, and practice growth strategies. The company aims to equip financial advisors with the tools and knowledge necessary to navigate the competitive market successfully.Read More

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

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