Stock Plan Advisory Group
Finance · Virginia, United States · 1-10 Employees
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Overview
Headquarters
500 N Washington St Ste 204, Alexandria,...Website
www.stockplanadvisory.comRevenue
$5.6 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About Stock Plan Advisory Group
Stock Plan Advisory Group is a fee-only, independent investment advisory firm based in Virginia, specializing in retirement planning and executive compensation for Fortune 500 corporate employees and their families. The firm provides objective and unbiased financial planning, investment management, and comprehensive wealth management services to both institutional and private wealth clients. Committed to fiduciary principles, they prioritize their clients' best interests without any affiliations or commissions from third parties. Their services include stock plan services, financial planning, income tax planning, estate planning, and discretionary portfolio management.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Stock Plan Advisory Group
$5.6M
1-10
Private
-
2021
WB
Wade BrittinghamRegistered Investment Advisor & Certified Financial Planner & Independent Fee Fiduciary Advisor
<$5M
1-10
Private
-
2019
LM
Leyder MurilloFounder & Managing Director & Independent Fee-Only Financial Advisor
Company Profile Activity
Activity Insights
Stock Plan Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Stock Plan Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stock Plan Advisory Group.
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Stock Plan Advisory Group is a fee-only, independent investment advisory firm based in Virginia, specializing in retirement planning and executive compensation for Fortune 500 corporate employees and their families. The firm provides objective and unbiased financial planning, investment management, and comprehensive wealth management services to bo... Read More
