SRS Wealth Management Group

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

3888 S Sherwood Forest Blvd Ste K, Baton...

Phone Number

(225) 296-5535

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About SRS Wealth Management Group

SRS Wealth Management Group is an independent financial services and wealth management firm based in Louisiana, specializing in assisting BellSouth employees, their families, and friends with retirement planning for over a decade. They offer a comprehensive range of services including retirement planning, income replacement strategies, and estate planning, always prioritizing their clients' best interests. The firm aims to simplify clients' financial lives by providing clarity and organization in navigating complex investment challenges. SRS Wealth Management Group focuses on creating financial plans that align with clients' visions for retirement.Explore more
SRS Wealth Management Group's Social MediaPopular SearchesSrs Wealth Management Group IncSrs LeasingWealth Management GroupIma Wealth IncReviver Financial LLCSIC Code 62,628NAICS Code 52,523Show more

SRS Wealth Management Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SRS Wealth Management Gro...

<$5M
1-10
Private
-
2011
MH
Mildred HaynesOffice Manager
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2015
Razvan Mirica, Principal, CCO, Private Wealth Advisor at Mirica Wealth
Razvan MiricaPrincipal, CCO, Private Wealth Advisor
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
<$5M
2012
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SRS Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding SRS Wealth Management Group

What is SRS Wealth Management Group's official website?
SRS Wealth Management Group's official website is www.srswealthmanagementgroup.com
What is SRS Wealth Management Group's Revenue?
SRS Wealth Management Group's revenue is <$5 Million
What is SRS Wealth Management Group's SIC code?
SRS Wealth Management Group's SIC: 62,628
What is SRS Wealth Management Group's NAICS code?
SRS Wealth Management Group's NAICS: 52,523
How many employees does SRS Wealth Management Group have?
SRS Wealth Management Group has 1-10 employees
What industry does SRS Wealth Management Group belong to?
SRS Wealth Management Group is in the industry of: Finance, Securities Trading
What is SRS Wealth Management Group competition?
SRS Wealth Management Group top competitors include: Sterling Total Wealth Solutions, Prosper Wealth Management, Mirica Wealth, Span Wealth Management
What technology does SRS Wealth Management Group use?
Some of the popular technologies that SRS Wealth Management Group uses are: Hostgator, Hostgator Email
How do I contact SRS Wealth Management Group?
SRS Wealth Management Group contact info: Phone number: (225) 296-5535 Website: www.srswealthmanagementgroup.com
What does SRS Wealth Management Group do?

SRS Wealth Management Group is an independent financial services and wealth management firm based in Louisiana, specializing in assisting BellSouth employees, their families, and friends with retirement planning for over a decade. They offer a comprehensive range of services including retirement planning, income replacement strategies, and estate p... lanning, always prioritizing their clients' best interests. The firm aims to simplify clients' financial lives by providing clarity and organization in navigating complex investment challenges. SRS Wealth Management Group focuses on creating financial plans that align with clients' visions for retirement.Read More

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

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