The Coleridge Group

Finance · Arizona, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

11811 N Tatum Blvd Ste 3031, Phoenix, Ar...

Phone Number

(623) 252-6661

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About The Coleridge Group

The Coleridge Group is a financial life planning company that focuses on providing professional financial planning and investment management services to individuals and families. They cater to clients who prioritize intentional living and seek to align their financial decisions with their values, particularly those with high incomes. Their services include a life-centered approach to financial planning, emphasizing mindfulness and personal growth. The company operates on a flat fee and fee-only basis, ensuring unbiased advice without commissions.Explore more
The Coleridge Group's Social MediaPopular SearchesThe Coleridge GroupThe Coleridge Group LLCSIC Code 62,628NAICS Code 52,523Show more

The Coleridge Group Org Chart

PhoneEmail
GG
United States flag for contact location.

Founding Principal

PhoneEmail
FA
United States flag for contact location.

Financial Life Planner

PhoneEmail
JW
United States flag for contact location.

Website Designer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is The Coleridge Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to The Coleridge Group

Compare insights from companies similar to The Coleridge Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Coleridge Group

<$5M
11-50
Private
-
2020
GG
Gary GibbonsFounding Principal
<$5M
1-10
Private
-
2022
JS
Jennifer San NicolasAdministrative Assistant
<$5M
11-50
Private
-
-
TT
Tj TroubaFinancial Advisor
<$5M
1-10
Private
-
-
GR
Gregory RychlikDirector, Wealth Management
<$5M
1-10
Private
-
-
SL
Sabina LewisFounder & Financial Planner
<$5M
1-10
Private
-
2015
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Coleridge Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The Coleridge Group Tech Stack

A closer look at the technologies used by The Coleridge Group

Top Finance Companies

Frequently Asked Questions Regarding The Coleridge Group

What is The Coleridge Group's official website?
The Coleridge Group's official website is www.coleridgegroup.com
What is The Coleridge Group's Revenue?
The Coleridge Group's revenue is <$5 Million
What is The Coleridge Group's SIC code?
The Coleridge Group's SIC: 62,628
What is The Coleridge Group's NAICS code?
The Coleridge Group's NAICS: 52,523
How many employees does The Coleridge Group have?
The Coleridge Group has 11-50 employees
What industry does The Coleridge Group belong to?
The Coleridge Group is in the industry of: Finance, Securities Trading
What is The Coleridge Group competition?
The Coleridge Group top competitors include: Lsn International, Solyco Wealth, Focused Mission Financial, Grace Lane Financial Partners
What technology does The Coleridge Group use?
Some of the popular technologies that The Coleridge Group uses are: NS1, Google Universal Analytics, Squarespace Online Stores, Adobe Typekit
How do I contact The Coleridge Group?
The Coleridge Group contact info: Phone number: (623) 252-6661 Website: www.coleridgegroup.com
What does The Coleridge Group do?

The Coleridge Group is a financial life planning company that focuses on providing professional financial planning and investment management services to individuals and families. They cater to clients who prioritize intentional living and seek to align their financial decisions with their values, particularly those with high incomes. Their services... include a life-centered approach to financial planning, emphasizing mindfulness and personal growth. The company operates on a flat fee and fee-only basis, ensuring unbiased advice without commissions.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.