The ProFolio Group

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

21546 39th Ave, Bayside, New York, 11361...

Phone Number

(718) 682-4009

Revenue

<$5 Million

Industry

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

About The ProFolio Group

The ProFolio Group is a Registered Investment Advisor that combines effective investment strategies with technology to reduce costs, enhancing the likelihood of financial success. They cater to both individuals looking to maximize their savings and companies aiming to provide top-tier employee benefits. Their services are designed to simplify investing while promoting a positive impact on the world. The company emphasizes the importance of consulting with qualified professionals before implementing any investment strategies.Explore more
The ProFolio Group's Social MediaPopular SearchesThe ProFolio Group - LLCThe ProFolio GroupProFolio GroupProFolio Group LLCProfolio Investment Group LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The ProFolio Group

<$5M
1-10
Private
-
2018
N/A
$7.6M
11-50
Private
-
1962
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
2001
GM
Glenn MoorePartner & Chief Investment Officer
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The ProFolio Group Tech Stack

A closer look at the technologies used by The ProFolio Group

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Frequently Asked Questions Regarding The ProFolio Group

What is The ProFolio Group's official website?
The ProFolio Group's official website is www.theprofoliogroup.com
What is The ProFolio Group's Revenue?
The ProFolio Group's revenue is <$5 Million
What is The ProFolio Group's SIC code?
The ProFolio Group's SIC: 62,628
What is The ProFolio Group's NAICS code?
The ProFolio Group's NAICS: 52,523
How many employees does The ProFolio Group have?
The ProFolio Group has 1-10 employees
What industry does The ProFolio Group belong to?
The ProFolio Group is in the industry of: Finance, Securities Trading
What is The ProFolio Group competition?
The ProFolio Group top competitors include: Reynolds Wealth Management, Wealth Advisory Services, Stockade Wealth Management, Fortune Wealth Management
What technology does The ProFolio Group use?
Some of the popular technologies that The ProFolio Group uses are: Google Workspace, Gmail, Hostgator, BlueHost
How do I contact The ProFolio Group?
The ProFolio Group contact info: Phone number: (718) 682-4009 Website: www.theprofoliogroup.com
What does The ProFolio Group do?

The ProFolio Group is a Registered Investment Advisor that combines effective investment strategies with technology to reduce costs, enhancing the likelihood of financial success. They cater to both individuals looking to maximize their savings and companies aiming to provide top-tier employee benefits. Their services are designed to simplify inves... ting while promoting a positive impact on the world. The company emphasizes the importance of consulting with qualified professionals before implementing any investment strategies.Read More

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

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