That Wall Street Guy

Finance · Australia · 1-10 Employees

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Overview

Headquarters

25 Grenfell St L 21, Adelaide, South Aus...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About That Wall Street Guy

That Wall Street Guy is a financial advisory firm founded by an ex-Wall Street executive, dedicated to empowering individuals with expert financial guidance and tailored investment portfolios. With over 25 years of experience, the company aims to disrupt the traditional financial advice industry by providing direct-to-market investment strategies that maximize returns while minimizing risks. Their services include superannuation, personal investments, cashflow and budgeting, retirement planning, estate planning, aged care support, and personal insurance. The firm targets everyday Australians seeking to reclaim their financial power and achieve sustainable wealth without the influence of large financial institutions.Explore more
That Wall Street Guy's Social MediaPopular SearchesThat Wall Street GuyPaul AthertonThat Wall Street Guy Pty LtdSIC Code 62,628NAICS Code 52,523Show more

That Wall Street Guy Org Chart

PhoneEmail
PA

Founder & Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

That Wall Street Guy

<$5M
1-10
Private
-
-
PA
Paul AthertonFounder & Managing Director
$5.9M
1-10
Private
-
-
GF
Glenn FentonClient Relationship Manager
$5.4M
11-50
Private
-
2012
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2013
PC
Peter CoombesPractice Principal and Financial Adviser
<$5M
11-50
Private
-
-
EL
Eujoon LimFinancial Advisor
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
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Company Profile Activity

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Activity Insights

That Wall Street Guy is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

That Wall Street Guy Tech Stack

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Frequently Asked Questions Regarding That Wall Street Guy

What is That Wall Street Guy's official website?
That Wall Street Guy's official website is www.thatwallstreetguy.com
What is That Wall Street Guy's Revenue?
That Wall Street Guy's revenue is <$5 Million
What is That Wall Street Guy's SIC code?
That Wall Street Guy's SIC: 62,628
What is That Wall Street Guy's NAICS code?
That Wall Street Guy's NAICS: 52,523
How many employees does That Wall Street Guy have?
That Wall Street Guy has 1-10 employees
What industry does That Wall Street Guy belong to?
That Wall Street Guy is in the industry of: Finance, Securities Trading
What is That Wall Street Guy competition?
That Wall Street Guy top competitors include: Sun Private Wealth, Durand Financial Services, Chris Humphrey Private Wealth Management, Southern Advisory
What technology does That Wall Street Guy use?
Some of the popular technologies that That Wall Street Guy uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
What does That Wall Street Guy do?

That Wall Street Guy is a financial advisory firm founded by an ex-Wall Street executive, dedicated to empowering individuals with expert financial guidance and tailored investment portfolios. With over 25 years of experience, the company aims to disrupt the traditional financial advice industry by providing direct-to-market investment strategies t... hat maximize returns while minimizing risks. Their services include superannuation, personal investments, cashflow and budgeting, retirement planning, estate planning, aged care support, and personal insurance. The firm targets everyday Australians seeking to reclaim their financial power and achieve sustainable wealth without the influence of large financial institutions.Read More

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

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