Thielen & Associates

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

591 W Hamilton Ave Ste 201, Campbell, Ca...

Phone Number

(408) 871-5900

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
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About Thielen & Associates

Thielen & Associates, Inc. specializes in tax, accounting, and financial planning services, offering personalized strategies to build and protect wealth for high-net-worth individuals, families, and businesses. Their services include personal and business tax planning and preparation, accounting services, and comprehensive financial planning, including investment management and estate planning. The firm also emphasizes ESG investing, aligning clients' portfolios with their values while pursuing financial growth. With a dedicated team of professionals, they aim to optimize financial success and minimize risks for their clients.Explore more
Thielen & Associates's Social MediaPopular SearchesThielen & Associates IncThielen & AssociatesThielen & Associates PLLCThielen & Associates CPAsTHIELEN & THIELEN, A PROFESSIONAL LAW CorpSIC Code 62,628NAICS Code 52,523Show more

Thielen & Associates Org Chart

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General Partner, Wealth Management Advisor - ...

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Administrative Assistant II

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Thielen & Associates

<$5M
11-50
Private
<$5M
2004
<$5M
1-10
Private
-
-
ER
Emily RuvalcabaAdministrative Assistant
<$5M
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-
1989
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James BankesOwner Driver
<$5M
1-10
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2000
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2009
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Thielen & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Thielen & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Thielen & Associates.

Thielen & Associates financials insights

Gather financial insights about Thielen & Associates, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Thielen & Associates's Financials Insights

Thielen & Associates Tech Stack

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Frequently Asked Questions Regarding Thielen & Associates

What is Thielen & Associates's official website?
Thielen & Associates's official website is www.thielenassociates.com
What is Thielen & Associates's Revenue?
Thielen & Associates's revenue is <$5 Million
What is Thielen & Associates's SIC code?
Thielen & Associates's SIC: 62,628
What is Thielen & Associates's NAICS code?
Thielen & Associates's NAICS: 52,523
How many employees does Thielen & Associates have?
Thielen & Associates has 11-50 employees
What industry does Thielen & Associates belong to?
Thielen & Associates is in the industry of: Finance, Business Services, Securities Trading
What is Thielen & Associates competition?
Thielen & Associates top competitors include: Timothy F Brophy, CPA, Fraser, Waldrop & Company Cpa's, Christopher R Hatch CPA, Bankes Planning Associates
What technology does Thielen & Associates use?
Some of the popular technologies that Thielen & Associates uses are: Cloudflare Website Optimization, SilverStripe CMS, Cloudflare CDN, Google Tag Manager
How do I contact Thielen & Associates?
Thielen & Associates contact info: Phone number: (408) 871-5900 Website: www.thielenassociates.com
What does Thielen & Associates do?

Thielen & Associates, Inc. specializes in tax, accounting, and financial planning services, offering personalized strategies to build and protect wealth for high-net-worth individuals, families, and businesses. Their services include personal and business tax planning and preparation, accounting services, and comprehensive financial planning, inclu... ding investment management and estate planning. The firm also emphasizes ESG investing, aligning clients' portfolios with their values while pursuing financial growth. With a dedicated team of professionals, they aim to optimize financial success and minimize risks for their clients.Read More

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

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