Sophos Financial

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

11755 Bragdon Wood, Clarksville, Marylan...

Phone Number

(410) 290-6263

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sophos Financial

Sophos Financial is a financial advisory firm based in Clarksville, Maryland, specializing in retirement planning, fee-based asset management, estate planning strategies, tax strategies, and investment planning. The company offers personalized financial advice and services to clients, including federal employees, physicians, dentists, and business owners in Maryland, Virginia, and Washington, D.C. As affiliated representatives of LPL Financial, the firm provides comprehensive wealth management and financial planning services to help clients achieve their financial independence and stability. Sophos Financial emphasizes a holistic approach to financial planning, assisting clients in pursuing their personal financial goals.Explore more
Sophos Financial's Social MediaPopular SearchesSophos Financial LLCSophos FinancialSophosfinancialSophos Financial LLC - Michael BalakirskySophos Financial LLC -Michael Balakirsky MBASIC Code 62,628NAICS Code 52,523Show more

Sophos Financial Org Chart

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MB
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sophos Financial

<$5M
1-10
Private
-
2004
MB
Michael BalakirskyInvestment Professional
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
ES
Erik SelnessWealth Advisor
<$5M
1-10
Private
<$5M
2014
KG
Keith GlaserFounder & Managing Director
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Sophos Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Sophos Financial Tech Stack

A closer look at the technologies used by Sophos Financial

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Frequently Asked Questions Regarding Sophos Financial

What is Sophos Financial's official website?
Sophos Financial's official website is www.sophosfinancial.com
What is Sophos Financial's Revenue?
Sophos Financial's revenue is <$5 Million
What is Sophos Financial's SIC code?
Sophos Financial's SIC: 62,628
What is Sophos Financial's NAICS code?
Sophos Financial's NAICS: 52,523
How many employees does Sophos Financial have?
Sophos Financial has 1-10 employees
What industry does Sophos Financial belong to?
Sophos Financial is in the industry of: Finance, Securities Trading
What is Sophos Financial competition?
Sophos Financial top competitors include: Copper Canyon Wealth Management, Goodrich and Associates, Murphy Wealth Management, KASE Wealth Advisors
What technology does Sophos Financial use?
Some of the popular technologies that Sophos Financial uses are: Cloudflare Website Optimization, Hello Bar, Google Tag Manager, Font Awesome
How do I contact Sophos Financial?
Sophos Financial contact info: Phone number: (410) 290-6263 Website: www.sophosfinancial.com
What does Sophos Financial do?

Sophos Financial is a financial advisory firm based in Clarksville, Maryland, specializing in retirement planning, fee-based asset management, estate planning strategies, tax strategies, and investment planning. The company offers personalized financial advice and services to clients, including federal employees, physicians, dentists, and business... owners in Maryland, Virginia, and Washington, D.C. As affiliated representatives of LPL Financial, the firm provides comprehensive wealth management and financial planning services to help clients achieve their financial independence and stability. Sophos Financial emphasizes a holistic approach to financial planning, assisting clients in pursuing their personal financial goals.Read More

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

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