Spinosa Wealth Management Group

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

4565 Lasalle St Ste 201, Mandeville, Lou...

Phone Number

(985) 674-6722

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
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1
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1

About Spinosa Wealth Management Group

Spinosa Wealth Management Group is an award-winning independent wealth management firm that caters to a select group of individuals, families, business owners, and institutions across the country. The firm is dedicated to delivering value through ongoing, intimate relationships and providing guidance to help clients achieve their financial success. They emphasize competence, integrity, and highly personalized service as key components of their client relationships. Spinosa Wealth Management Group aims to be a trusted custodian of wealth for their clients.Explore more
Spinosa Wealth Management Group's Social MediaPopular SearchesSpinosa Wealth Management GroupSpinosa Associates IncSpinosa Randy Cpa CHFCSpinosa Wealth ManagementSpinosa Wealth Management Group LLCSIC Code 62,628NAICS Code 52,523Show more

Spinosa Wealth Management Group Org Chart

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Manager, Operations

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Compare Similar Companies to Spinosa Wealth Management Group

Compare insights from companies similar to Spinosa Wealth Management Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spinosa Wealth Management...

<$5M
1-10
Private
-
1983
BR
Brittany RoadenManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MF
Mark FalerFinancial Professional
<$5M
11-50
Private
-
-
FR
Fred RuddChief Compliance Officer & Owner
<$5M
1-10
Private
-
2015
PL
Pepper LayManager, Benefits Operations
<$5M
1-10
Private
<$5M
2011
N/A
<$5M
1-10
Private
-
-
JK
Julie KeyVice President, Channel Brand Management
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Spinosa Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding Spinosa Wealth Management Group

What is Spinosa Wealth Management Group's official website?
Spinosa Wealth Management Group's official website is www.spinosawmg.com
What is Spinosa Wealth Management Group's Revenue?
Spinosa Wealth Management Group's revenue is <$5 Million
What is Spinosa Wealth Management Group's SIC code?
Spinosa Wealth Management Group's SIC: 62,628
What is Spinosa Wealth Management Group's NAICS code?
Spinosa Wealth Management Group's NAICS: 52,523
How many employees does Spinosa Wealth Management Group have?
Spinosa Wealth Management Group has 1-10 employees
What industry does Spinosa Wealth Management Group belong to?
Spinosa Wealth Management Group is in the industry of: Finance, Securities Trading
What is Spinosa Wealth Management Group competition?
Spinosa Wealth Management Group top competitors include: Hackman Financial Group, Financial Strategies, Summit Wealth Management Group, Picardy Wealth Management
What technology does Spinosa Wealth Management Group use?
Some of the popular technologies that Spinosa Wealth Management Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact Spinosa Wealth Management Group?
Spinosa Wealth Management Group contact info: Phone number: (985) 674-6722 Website: www.spinosawmg.com
What does Spinosa Wealth Management Group do?

Spinosa Wealth Management Group is an award-winning independent wealth management firm that caters to a select group of individuals, families, business owners, and institutions across the country. The firm is dedicated to delivering value through ongoing, intimate relationships and providing guidance to help clients achieve their financial success.... They emphasize competence, integrity, and highly personalized service as key components of their client relationships. Spinosa Wealth Management Group aims to be a trusted custodian of wealth for their clients.Read More

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

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