Solid Rock Wealth Management

Finance · Montana, United States · 11-50 Employees

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Overview

Headquarters

2020 Charlotte St Ste 14, Bozeman, Monta...

Phone Number

(480) 681-0333

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Solid Rock Wealth Management

Solid Rock Wealth Management, Inc. is an independent, fee-only registered investment advisory firm with over 27 years of experience, operating in Bozeman, Montana and Scottsdale, Arizona. The firm offers a comprehensive range of services including wealth management, investment management, retirement planning, tax and estate planning, and farm and ranch sale planning. Their target clients include individuals seeking to grow and preserve their wealth while receiving personalized financial advice. As fiduciaries, they prioritize their clients' interests and provide low-cost advisory services without any commissions or proprietary products.Explore more
Solid Rock Wealth Management's Social MediaPopular SearchesSolid Rock Wealth Management IncSolid Rock Wealth ManagementRock Wealth Management IncRock Solid Wealth Solutions LLCSolid Rock Realty Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Solid Rock Wealth Managem...

<$5M
11-50
Private
-
2006
N/A
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Solid Rock Wealth Management Tech Stack

A closer look at the technologies used by Solid Rock Wealth Management

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Frequently Asked Questions Regarding Solid Rock Wealth Management

What is Solid Rock Wealth Management's official website?
Solid Rock Wealth Management's official website is www.solidrockwealth.com
What is Solid Rock Wealth Management's Revenue?
Solid Rock Wealth Management's revenue is <$5 Million
What is Solid Rock Wealth Management's SIC code?
Solid Rock Wealth Management's SIC: 62,628
What is Solid Rock Wealth Management's NAICS code?
Solid Rock Wealth Management's NAICS: 52,523
How many employees does Solid Rock Wealth Management have?
Solid Rock Wealth Management has 11-50 employees
What industry does Solid Rock Wealth Management belong to?
Solid Rock Wealth Management is in the industry of: Finance, Securities Trading
What is Solid Rock Wealth Management competition?
Solid Rock Wealth Management top competitors include: Clarity Capital Advisors, Chronos Wealth Management, ABLE Wealth Management Solutions, Stockade Wealth Management
What technology does Solid Rock Wealth Management use?
Some of the popular technologies that Solid Rock Wealth Management uses are: Enom DNS Hosting, Sectigo, Google Workspace, Gmail
How do I contact Solid Rock Wealth Management?
Solid Rock Wealth Management contact info: Phone number: (480) 681-0333 Website: www.solidrockwealth.com
What does Solid Rock Wealth Management do?

Solid Rock Wealth Management, Inc. is an independent, fee-only registered investment advisory firm with over 27 years of experience, operating in Bozeman, Montana and Scottsdale, Arizona. The firm offers a comprehensive range of services including wealth management, investment management, retirement planning, tax and estate planning, and farm and r... anch sale planning. Their target clients include individuals seeking to grow and preserve their wealth while receiving personalized financial advice. As fiduciaries, they prioritize their clients' interests and provide low-cost advisory services without any commissions or proprietary products.Read More

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

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