Surepath Financial Services

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

3380 Trickum Rd Bldg 100 Ste 100, Woodst...

Phone Number

(770) 924-7071

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 Surepath Financial Services

Surepath Financial Services, LLC is a state registered investment advisor based in Georgia, specializing in financial planning and asset management services. The firm aims to provide innovative financial strategies and solutions to families and businesses, ensuring financial clarity and security. As a fiduciary firm, they prioritize building lifelong relationships with their clients. Their services include financial planning, tax planning, income planning, legacy planning, and wealth management.Explore more
Surepath Financial Services's Social MediaPopular SearchesSurepath Financial Services LLCSurepath Financial SolutionsSurepath Financial ServiceSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Surepath Financial Servic...

<$5M
1-10
Private
-
1966
N/A
$5.4M
11-50
Private
-
2007
<$5M
1-10
Private
-
-
KM
Kristin McLaughlinBroker (Inferred)
<$5M
1-10
Private
-
-
Douglas Santefort, President & Investment Advisor at Santefort Investment Group
Douglas SantefortPresident & Investment Advisor
<$5M
1-10
Private
-
2014
AK
Amber KasingerDirector, Operations
<$5M
1-10
Private
-
2001
BM
Bill McGuireInvestment Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Surepath Financial Services Tech Stack

A closer look at the technologies used by Surepath Financial Services

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Frequently Asked Questions Regarding Surepath Financial Services

What is Surepath Financial Services's official website?
Surepath Financial Services's official website is www.surepathfs.com
What is Surepath Financial Services's Revenue?
Surepath Financial Services's revenue is <$5 Million
What is Surepath Financial Services's SIC code?
Surepath Financial Services's SIC: 62,628
What is Surepath Financial Services's NAICS code?
Surepath Financial Services's NAICS: 52,523
How many employees does Surepath Financial Services have?
Surepath Financial Services has 1-10 employees
What industry does Surepath Financial Services belong to?
Surepath Financial Services is in the industry of: Finance, Securities Trading
What is Surepath Financial Services competition?
Surepath Financial Services top competitors include: McLaughlin Wealth Management, Altitude Wealth Management, RL Wright & Associates, TAG Wealth Advisors
What technology does Surepath Financial Services use?
Some of the popular technologies that Surepath Financial Services uses are: Drupal, reCAPTCHA, Google Universal Analytics, Drupal 8
How do I contact Surepath Financial Services?
Surepath Financial Services contact info: Phone number: (770) 924-7071 Website: www.surepathfs.com
What does Surepath Financial Services do?

Surepath Financial Services, LLC is a state registered investment advisor based in Georgia, specializing in financial planning and asset management services. The firm aims to provide innovative financial strategies and solutions to families and businesses, ensuring financial clarity and security. As a fiduciary firm, they prioritize building lifelo... ng relationships with their clients. Their services include financial planning, tax planning, income planning, legacy planning, and wealth management.Read More

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

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