Smc Management

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

2476 Sullivan, Irvine, California, 92614...

Phone Number

(949) 306-0060

Revenue

$9.8 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Dec
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ZI Rank
1
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2

About Smc Management

SMC Wealth Management offers a comprehensive range of financial services including investment management, retirement planning, and insurance, focusing on building long-term relationships with clients. The firm prioritizes understanding individual goals and aspirations rather than merely selling products. They aim to simplify complex financial concepts and provide honest advice to help clients navigate various life milestones. SMC Wealth Management serves clients in Laguna Niguel, Dana Point, and Orange County.Explore more
Smc Management's Social MediaPopular SearchesSmc Management Incsmcwealthmanagement.comSMC Wealth ManagementSmc Investments LLCLarry QvistgaardSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Smc Management

$9.8M
51-200
Private
-
2018
N/A
$103.1M
51-200
Private
<$5M
1997
KB
Kari BartonChief Financial Officer
$23.7M
51-200
Private
-
2013
AN
Avery NiemannChief Administrative Officer
$13.9M
51-200
Private
-
2020
MP
Michael PetroskyWealth Advisor
$5.4M
11-50
Private
-
2006
EK
Emily KieferManager, Operations
$5.1M
11-50
Private
-
2010
MW
Melissa WagnerRegistered Representative
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Smc Management Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Smc Management

What is Smc Management's official website?
Smc Management's official website is www.smcwealthmanagement.com
What is Smc Management's Revenue?
Smc Management's revenue is $9.8 Million
What is Smc Management's SIC code?
Smc Management's SIC: 62,628
What is Smc Management's NAICS code?
Smc Management's NAICS: 52,523
How many employees does Smc Management have?
Smc Management has 51-200 employees
What industry does Smc Management belong to?
Smc Management is in the industry of: Finance, Insurance, Securities Trading
What is Smc Management competition?
Smc Management top competitors include: Mastey Financial Group, Wagner Financial Services, Rockgate Financial Partners, Planners Financial Group
What technology does Smc Management use?
Some of the popular technologies that Smc Management uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Google Font API
How do I contact Smc Management?
Smc Management contact info: Phone number: (949) 306-0060 Website: www.smcwealthmanagement.com
What does Smc Management do?

SMC Wealth Management offers a comprehensive range of financial services including investment management, retirement planning, and insurance, focusing on building long-term relationships with clients. The firm prioritizes understanding individual goals and aspirations rather than merely selling products. They aim to simplify complex financial conce... pts and provide honest advice to help clients navigate various life milestones. SMC Wealth Management serves clients in Laguna Niguel, Dana Point, and Orange County.Read More

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

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