Tricities Financial

Finance · Canada · 11-50 Employees

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Overview

Headquarters

2655 Mary Hill Rd 101, Port Coquitlam, B...

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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1
1
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1

About Tricities Financial

Tricities Financial, a branch of Acumen Capital Finance Partners Limited located in Port Coquitlam, BC, specializes in wealth management services tailored to individual client needs. With over three decades of experience, their team focuses on balancing risk and returns while providing personalized investment strategies. They are committed to ethics and integrity, offering unbiased recommendations and are members of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Their intended clients include individuals and families seeking customized financial planning and investment management.Explore more
Tricities Financial's Social MediaPopular SearchesTricities Branch of Acumen Capital PartnersSIC Code 62,621NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tricities Financial

<$5M
11-50
Private
-
-
N/A
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$8.5M
11-50
Private
<$5M
1987
AK
Allison Kent-AsterChief Compliance Officer & Operations Officer
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
11-50
Private
<$5M
1961
RG
Ross GullaInvestment Advisor
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Tricities Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Tricities Financial Tech Stack

A closer look at the technologies used by Tricities Financial

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Frequently Asked Questions Regarding Tricities Financial

What is Tricities Financial's official website?
Tricities Financial's official website is www.tricitiesfinancial.com
What is Tricities Financial's Revenue?
Tricities Financial's revenue is <$5 Million
What is Tricities Financial's SIC code?
Tricities Financial's SIC: 62,621
What is Tricities Financial's NAICS code?
Tricities Financial's NAICS: 52,523
How many employees does Tricities Financial have?
Tricities Financial has 11-50 employees
What industry does Tricities Financial belong to?
Tricities Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Tricities Financial competition?
Tricities Financial top competitors include: Sachs Financial Servic, Westex Investment Services, KW Chambers, Lindblad Financial Group
What technology does Tricities Financial use?
Some of the popular technologies that Tricities Financial uses are: Vimeo, GoDaddy DNS, Amazon Web Hosting, GoDaddy Email Hosting
What does Tricities Financial do?

Tricities Financial, a branch of Acumen Capital Finance Partners Limited located in Port Coquitlam, BC, specializes in wealth management services tailored to individual client needs. With over three decades of experience, their team focuses on balancing risk and returns while providing personalized investment strategies. They are committed to ethic... s and integrity, offering unbiased recommendations and are members of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Their intended clients include individuals and families seeking customized financial planning and investment management.Read More

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

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