Van Nostrand Wealth Management

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

16870 W Bernardo Dr Ste 400, San Diego, ...

Phone Number

(858) 487-5195

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Van Nostrand Wealth Management

Van Nostrand Wealth Management is an independent, fee-only financial planning firm with locations in Austin and San Diego, serving clients across the U.S. They specialize in providing comprehensive financial strategies tailored to young professionals and individuals transitioning into retirement. The firm emphasizes personalized wealth management without commissions or product sales, ensuring clients receive unbiased advice. Their goal is to help clients achieve comfort, peace, and security in retirement through a clear financial strategy.Explore more
Van Nostrand Wealth Management's Social MediaPopular SearchesVan Nostrand Wealth ManagementVan Nostrand Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Van Nostrand Wealth Management Org Chart

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Compare Similar Companies to Van Nostrand Wealth Management

Compare insights from companies similar to Van Nostrand Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Van Nostrand Wealth Manag...

<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Operations
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
2019
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Van Nostrand Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Van Nostrand Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Van Nostrand Wealth Management.

Van Nostrand Wealth Management Tech Stack

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Frequently Asked Questions Regarding Van Nostrand Wealth Management

What is Van Nostrand Wealth Management's official website?
Van Nostrand Wealth Management's official website is www.vnwealth.com
What is Van Nostrand Wealth Management's Revenue?
Van Nostrand Wealth Management's revenue is <$5 Million
What is Van Nostrand Wealth Management's SIC code?
Van Nostrand Wealth Management's SIC: 62,628
What is Van Nostrand Wealth Management's NAICS code?
Van Nostrand Wealth Management's NAICS: 52,523
How many employees does Van Nostrand Wealth Management have?
Van Nostrand Wealth Management has 1-10 employees
What industry does Van Nostrand Wealth Management belong to?
Van Nostrand Wealth Management is in the industry of: Finance, Securities Trading
What is Van Nostrand Wealth Management competition?
Van Nostrand Wealth Management top competitors include: Klauenberg Retirement Solutions, Meridian Wealth Advisors, Furlong Investment Solutions, Bollin Wealth Management
What technology does Van Nostrand Wealth Management use?
Some of the popular technologies that Van Nostrand Wealth Management uses are: Microsoft 365, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Van Nostrand Wealth Management?
Van Nostrand Wealth Management contact info: Phone number: (858) 487-5195 Website: www.vnwealth.com
What does Van Nostrand Wealth Management do?

Van Nostrand Wealth Management is an independent, fee-only financial planning firm with locations in Austin and San Diego, serving clients across the U.S. They specialize in providing comprehensive financial strategies tailored to young professionals and individuals transitioning into retirement. The firm emphasizes personalized wealth management w... ithout commissions or product sales, ensuring clients receive unbiased advice. Their goal is to help clients achieve comfort, peace, and security in retirement through a clear financial strategy.Read More

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

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