Stephan & Associates

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

354 N Detroit St, Xenia, Ohio, 45385, Un...

Phone Number

(937) 374-2002

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Stephan & Associates

Looking for a trusted financial advisor? Stephan & Associates in Xenia, OH, strive to provide unparalleled client services. Meet with us today!Explore more
Stephan & Associates's Social MediaPopular SearchesStephan & AssociatesStephan and AssociatesAssociates Wealth ManagementLinsco Private Ledger FinancialPenguin FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stephan & Associates

<$5M
1-10
Private
-
2003
N/A
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
1995
MG
Michael GiordanoFinancial Consultant
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1984
CP
Christine PawlentyDirector, Operations
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stephan & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Stephan & Associates Tech Stack

A closer look at the technologies used by Stephan & Associates

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Frequently Asked Questions Regarding Stephan & Associates

What is Stephan & Associates's official website?
Stephan & Associates's official website is www.stephanwealth.com
What is Stephan & Associates's Revenue?
Stephan & Associates's revenue is <$5 Million
What is Stephan & Associates's SIC code?
Stephan & Associates's SIC: 62,628
What is Stephan & Associates's NAICS code?
Stephan & Associates's NAICS: 52,523
How many employees does Stephan & Associates have?
Stephan & Associates has 1-10 employees
What industry does Stephan & Associates belong to?
Stephan & Associates is in the industry of: Finance, Securities Trading
What is Stephan & Associates competition?
Stephan & Associates top competitors include: Stockade Wealth Management, Vibrance Wealth Management, Murphy Wealth Management, Reynolds Wealth Management
What technology does Stephan & Associates use?
Some of the popular technologies that Stephan & Associates uses are: PHP 5.6, PHP, Matomo, Google Font API
How do I contact Stephan & Associates?
Stephan & Associates contact info: Phone number: (937) 374-2002 Website: www.stephanwealth.com
What does Stephan & Associates do?

Looking for a trusted financial advisor? Stephan & Associates in Xenia, OH, strive to provide unparalleled client services. Meet with us today!... Read More

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

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