Stifel

Finance · Montana, United States · 1-10 Employees

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Overview

Headquarters

875 Harmon Stream Blvd Ste 200, Bozeman,...

Phone Number

(406) 586-1788

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Stifel

Hertz/Hoover Wealth Management Group offers a comprehensive range of financial services tailored for high net worth investors in Bozeman, MT. They specialize in developing personalized investment strategies that address clients' unique needs and long-term objectives. Their services include wealth planning, retirement planning, estate planning, and asset management, all delivered through a collaborative and empathetic approach. The firm leverages the expertise of Stifel's professionals to provide clients with informed guidance and practical solutions for their financial goals.Explore more
Stifel's Social MediaPopular SearchesStifelStifel Trust Company NAhhwealthmanagement.comSIC Code 62,628NAICS Code 52,523Show more

Stifel Org Chart

PhoneEmail
KH
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Senior VP, Cfp & Investments

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JT
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Financial Advisor & Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stifel

<$5M
1-10
Private
-
-
KH
Koy HooverSenior VP, Cfp & Investments
<$5M
11-50
Private
-
-
JW
Jennifer WebbClient Service Associate
<$5M
11-50
Private
-
-
FR
Frederick RossSenior VP, Investments
<$5M
11-50
Private
-
-
JT
John TillotsonSenior VP, Investments
<$5M
1-10
Private
-
-
TF
Thomas FleddermanFinancial Advisor
<$5M
11-50
Private
-
-
EH
Edward HeckerDirector and Investments. Branch Manager
<$5M
11-50
Private
-
-
JL
John LawrenceVice President, Investments
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Stifel Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Stifel

What is Stifel's official website?
Stifel's official website is www.hhwealthmanagement.com
What is Stifel's Revenue?
Stifel's revenue is <$5 Million
What is Stifel's SIC code?
Stifel's SIC: 62,628
What is Stifel's NAICS code?
Stifel's NAICS: 52,523
How many employees does Stifel have?
Stifel has 1-10 employees
What industry does Stifel belong to?
Stifel is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Stifel competition?
Stifel top competitors include: O'Leary Piccolo Wealth Management Group, Hecker Wealth Management Group, Stifel, John Tillotson
What technology does Stifel use?
Some of the popular technologies that Stifel uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Cloudflare Security
How do I contact Stifel?
Stifel contact info: Phone number: (406) 586-1788 Website: www.hhwealthmanagement.com
What does Stifel do?

Hertz/Hoover Wealth Management Group offers a comprehensive range of financial services tailored for high net worth investors in Bozeman, MT. They specialize in developing personalized investment strategies that address clients' unique needs and long-term objectives. Their services include wealth planning, retirement planning, estate planning, and... asset management, all delivered through a collaborative and empathetic approach. The firm leverages the expertise of Stifel's professionals to provide clients with informed guidance and practical solutions for their financial goals.Read More

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

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