The Todd Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

9999 Carver Rd Ste 350, Cincinnati, Ohio...

Phone Number

(513) 794-5010

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Todd Group

The Todd Group provides a comprehensive range of financial services specifically for high net worth investors in the Cincinnati, OH area. They specialize in crafting personalized investment strategies that cater to the unique needs of clients, helping them navigate the complexities of the market while achieving both short- and long-term goals. The firm emphasizes building long-lasting relationships based on trust and collaboration to ensure that investment strategies align with clients' individual objectives. As a part of Stifel, The Todd Group is positioned to leverage extensive resources and expertise in wealth management.Explore more
The Todd Group's Social MediaPopular SearchesThe Todd GroupSIC Code 62,628NAICS Code 52,523Show more

The Todd Group Org Chart

PhoneEmail
TH
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Managing Director, Investments

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TH
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Managing Director, Investments

PhoneEmail
JS
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Senior VP, Investments

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BC
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Vice President, Investments

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MB
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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Todd Group

<$5M
11-50
Private
-
1986
TH
Todd HaackeManaging Director, Investments
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
DT
Dale TeatAssistant Vice President & Client Service Client Relationship Manager
<$5M
11-50
Private
-
-
JS
John StoneSenior Vice President and Investments. Assistant Branch Manager
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Todd Group Tech Stack

A closer look at the technologies used by The Todd Group

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Frequently Asked Questions Regarding The Todd Group

What is The Todd Group's official website?
The Todd Group's official website is www.thetoddgroupadvisors.com
What is The Todd Group's Revenue?
The Todd Group's revenue is <$5 Million
What is The Todd Group's SIC code?
The Todd Group's SIC: 62,628
What is The Todd Group's NAICS code?
The Todd Group's NAICS: 52,523
How many employees does The Todd Group have?
The Todd Group has 11-50 employees
What industry does The Todd Group belong to?
The Todd Group is in the industry of: Finance, Securities Trading
What is The Todd Group competition?
The Todd Group top competitors include: Scott Macolino, Stott/Stone/Midkiff Group, Jeff Sutton, Gruntal
What technology does The Todd Group use?
Some of the popular technologies that The Todd Group uses are: Cloudflare Website Optimization, Neustar UltraDNS, Vimeo, Google Tag Manager
How do I contact The Todd Group?
The Todd Group contact info: Phone number: (513) 794-5010 Website: www.thetoddgroupadvisors.com
What does The Todd Group do?

The Todd Group provides a comprehensive range of financial services specifically for high net worth investors in the Cincinnati, OH area. They specialize in crafting personalized investment strategies that cater to the unique needs of clients, helping them navigate the complexities of the market while achieving both short- and long-term goals. The... firm emphasizes building long-lasting relationships based on trust and collaboration to ensure that investment strategies align with clients' individual objectives. As a part of Stifel, The Todd Group is positioned to leverage extensive resources and expertise in wealth management.Read More

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

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