Stonekeep Investments

Finance · United States · 1-10 Employees

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Overview

Headquarters

United States

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 Stonekeep Investments

Stonekeep Investments offers unbiased financial advice and investment management services aimed at helping individuals and families achieve their financial goals. The company provides a comprehensive suite of services including financial planning, investment management, portfolio analysis, and financial education, tailored to meet the unique needs of each client. With a focus on transparency and partnership, Stonekeep Investments emphasizes simplifying finances and providing clarity throughout the financial process. Their intended clients are individuals and families seeking personalized financial guidance to build a secure future.Explore more
Stonekeep Investments's Social MediaPopular SearchesStonekeep Investments LLCStonekeep Investments30ishSIC Code 62,628NAICS Code 52,523Show more

Stonekeep Investments Org Chart

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonekeep Investments

<$5M
1-10
Private
-
2019
SG
Scott GeppertChief Investment Officer
$7.6M
11-50
Private
-
1962
$6.4M
11-50
Private
<$5M
2010
N/A
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
JK
Julie KielAssistant Vice President
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPrincipal and Portfolio Manager
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Stonekeep Investments Tech Stack

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Frequently Asked Questions Regarding Stonekeep Investments

What is Stonekeep Investments's official website?
Stonekeep Investments's official website is www.stonekeepinvestments.com
What is Stonekeep Investments's Revenue?
Stonekeep Investments's revenue is <$5 Million
What is Stonekeep Investments's SIC code?
Stonekeep Investments's SIC: 62,628
What is Stonekeep Investments's NAICS code?
Stonekeep Investments's NAICS: 52,523
How many employees does Stonekeep Investments have?
Stonekeep Investments has 1-10 employees
What industry does Stonekeep Investments belong to?
Stonekeep Investments is in the industry of: Finance, Securities Trading
What is Stonekeep Investments competition?
Stonekeep Investments top competitors include: Constant Guidance Financial, Furlong Investment Solutions, Montecito Capital Management Group, RPg Family Wealth Advisory
What technology does Stonekeep Investments use?
Some of the popular technologies that Stonekeep Investments uses are: NS1, MailChimp, Squarespace Online Stores, Adobe Typekit
What does Stonekeep Investments do?

Stonekeep Investments offers unbiased financial advice and investment management services aimed at helping individuals and families achieve their financial goals. The company provides a comprehensive suite of services including financial planning, investment management, portfolio analysis, and financial education, tailored to meet the unique needs... of each client. With a focus on transparency and partnership, Stonekeep Investments emphasizes simplifying finances and providing clarity throughout the financial process. Their intended clients are individuals and families seeking personalized financial guidance to build a secure future.Read More

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

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