Statherós Financial Solutions

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

2107 N 1st St Ste 415, San Jose, Califor...

Phone Number

(408) 871-1590

Revenue

<$5 Million

Industry

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

About Statherós Financial Solutions

Statherós Financial Solutions is a fee-only financial advisory firm that specializes in retirement planning and personal advisory services. With over four decades of collective experience, they guide individuals, families, and companies to achieve their financial objectives while prioritizing their best interests. Their services include fiduciary advising, life planning, investment management, and company retirement plans. The firm is dedicated to helping clients live purposefully by alleviating financial concerns.Explore more
Statherós Financial Solutions's Social MediaPopular SearchesStatherós Financial SolutionsStather?s Financial Solutions IncStatherós Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Statherós Financial Solutions Org Chart

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Kelly Roemers, Chief Financial Officer, Cco at Statherós Financial Solutions
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Chief Financial Officer, Cco

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Financial Planner

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Financial Advisor

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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Statherós Financial Solut...

<$5M
11-50
Private
-
2002
Kelly Roemers, Chief Financial Officer, Cco at Statherós Financial Solutions
Kelly RoemersChief Financial Officer, Cco
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
1-10
Private
-
2001
JW
John WilliamsFounder & President
<$5M
1-10
Private
-
1999
LB
Lori BawdenOperations Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Statherós Financial Solutions Tech Stack

A closer look at the technologies used by Statherós Financial Solutions

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Frequently Asked Questions Regarding Statherós Financial Solutions

What is Statherós Financial Solutions's official website?
Statherós Financial Solutions's official website is www.statherosfinancial.com
What is Statherós Financial Solutions's Revenue?
Statherós Financial Solutions's revenue is <$5 Million
What is Statherós Financial Solutions's SIC code?
Statherós Financial Solutions's SIC: 62,628
What is Statherós Financial Solutions's NAICS code?
Statherós Financial Solutions's NAICS: 52,523
How many employees does Statherós Financial Solutions have?
Statherós Financial Solutions has 11-50 employees
What industry does Statherós Financial Solutions belong to?
Statherós Financial Solutions is in the industry of: Finance, Securities Trading
What is Statherós Financial Solutions competition?
Statherós Financial Solutions top competitors include: Ironwood Wealth Management, Diversified Wealth Management Solutions, Stratos Wealth Advisors, Joslin Capital Advisors
What technology does Statherós Financial Solutions use?
Some of the popular technologies that Statherós Financial Solutions uses are: Squarespace Online Stores, Embedly, Adobe Typekit, YouTube
Who is the CFO of Statherós Financial Solutions?
Statherós Financial Solutions's CFO is Kelly Roemers
How do I contact Statherós Financial Solutions?
Statherós Financial Solutions contact info: Phone number: (408) 871-1590 Website: www.statherosfinancial.com
What does Statherós Financial Solutions do?

Statherós Financial Solutions is a fee-only financial advisory firm that specializes in retirement planning and personal advisory services. With over four decades of collective experience, they guide individuals, families, and companies to achieve their financial objectives while prioritizing their best interests. Their services include fiduciary a... dvising, life planning, investment management, and company retirement plans. The firm is dedicated to helping clients live purposefully by alleviating financial concerns.Read More

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

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