Van Sumeren Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

3865 Wilder Rd Ste 7B, Bay City, Michiga...

Phone Number

(989) 686-3720

Revenue

<$5 Million

Industry

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

Van Sumeren Wealth Management specializes in comprehensive planning and wealth management services aimed at helping individuals achieve their financial goals and dreams. Their offerings include retirement planning, portfolio management, and assistance with various financial objectives such as education funding and estate planning. The firm prides itself on a team of experienced professionals dedicated to tailoring financial strategies to meet the unique needs of their clients. They are committed to supporting clients throughout their financial journey, ensuring they can realize their aspirations.Explore more
Popular SearchesVan Sumeren Wealth ManagementSumeren Financial ServicesVan Sumeren Enterprises LLCVan Sumeren, PatrickSumeren Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Van Sumeren Wealth Management Org Chart

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Manager, Office & Client Services

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Planning Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Van Sumeren Wealth Manage...

<$5M
1-10
Private
-
2010
KS
Kimberly SchulzManager, Office & Client Services
<$5M
1-10
Private
-
2007
JL
Jamie LalsingAdministrator Pa
<$5M
1-10
Private
<$5M
2001
CD
Clayton DudleyFinancial Advisor
<$5M
1-10
Private
-
-
SC
Steven CrabtreeFinancial Advisor
<$5M
1-10
Private
-
-
BS
Becky SmithAdvisor Assistant
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
2014
SH
Steven HaugPresident & CEO
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Van Sumeren Wealth Management Tech Stack

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Frequently Asked Questions Regarding Van Sumeren Wealth Management

What is Van Sumeren Wealth Management's official website?
Van Sumeren Wealth Management's official website is www.vansumerenwealth.com
What is Van Sumeren Wealth Management's Revenue?
Van Sumeren Wealth Management's revenue is <$5 Million
What is Van Sumeren Wealth Management's SIC code?
Van Sumeren Wealth Management's SIC: 62,628
What is Van Sumeren Wealth Management's NAICS code?
Van Sumeren Wealth Management's NAICS: 52,523
How many employees does Van Sumeren Wealth Management have?
Van Sumeren Wealth Management has 1-10 employees
What industry does Van Sumeren Wealth Management belong to?
Van Sumeren Wealth Management is in the industry of: Finance, Securities Trading
What is Van Sumeren Wealth Management competition?
Van Sumeren Wealth Management top competitors include: Omega Investment Partners, Manning Financial Services, The River Suite Wealth Partners, Alliance Wealth Management
What technology does Van Sumeren Wealth Management use?
Some of the popular technologies that Van Sumeren Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact Van Sumeren Wealth Management?
Van Sumeren Wealth Management contact info: Phone number: (989) 686-3720 Website: www.vansumerenwealth.com
What does Van Sumeren Wealth Management do?

Van Sumeren Wealth Management specializes in comprehensive planning and wealth management services aimed at helping individuals achieve their financial goals and dreams. Their offerings include retirement planning, portfolio management, and assistance with various financial objectives such as education funding and estate planning. The firm prides i... tself on a team of experienced professionals dedicated to tailoring financial strategies to meet the unique needs of their clients. They are committed to supporting clients throughout their financial journey, ensuring they can realize their aspirations.Read More

Is Van Sumeren Wealth Management a public company?
Van Sumeren Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Van Sumeren Wealth Management

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