The Rushmore Group
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5000 Birch St Ste 100, Newport Beach, Ca...Phone Number
(800) 824-3911Website
www.rushmoregroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About The Rushmore Group
Rushmore Private Client Group specializes in estate planning and business succession advisory services, primarily serving owners of privately held companies and large real estate portfolios in California and Nevada. Their offerings include diagnostics for estate discounts, business tax and liability, bankruptcy, and life insurance portfolios, aimed at identifying and mitigating tax and liability risks. The company emphasizes keeping family wealth intact through comprehensive and understandable planning tools, such as the Rushmore BluePrint, which visually represents clients' financial and legal situations. Established in 1981, Rushmore has built a reputation for helping clients navigate complex estate planning challenges with clarity and efficiency.Explore more
The Rushmore Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
The Rushmore Group
<$5M
1-10
Private
-
1981
DH
Daryl HableExecutive Vice President & Director, Operations
Company Profile Activity
Activity Insights
The Rushmore Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
The Rushmore Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Rushmore Group.
The Rushmore Group Tech Stack
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Frequently Asked Questions Regarding The Rushmore Group
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Rushmore Private Client Group specializes in estate planning and business succession advisory services, primarily serving owners of privately held companies and large real estate portfolios in California and Nevada. Their offerings include diagnostics for estate discounts, business tax and liability, bankruptcy, and life insurance portfolios, aimed... Read More
