Vigilant CFO Services

Business Services · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Vigilant CFO Services

Vigilant CFO Services LLC specializes in providing multi-family office services tailored for wealthy families. The company offers conflict-free financial advice, personal CFO services, financial forensic services, and financial concierge services. Their primary clients are affluent families seeking comprehensive financial management solutions. Vigilant CFO Services does not provide investment advice.Explore more
Popular SearchesVigilant Cfo Services LLCVigilant CFO ServicesVigilant ServicesSIC Code 87,874NAICS Code 54,541Show more

Vigilant CFO Services Org Chart

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Managing Partner& Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vigilant CFO Services

<$5M
1-10
Private
-
2017
NR
Natalie RobergeManaging Partner& Founder
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
1997
BO
Brian O'ConnellPartner, Financial Advisor
<$5M
1-10
Private
-
2018
SZ
Steve ZhouSenior Portfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
JC
Jacob CarrisFinancial Advisor
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Vigilant CFO Services is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Vigilant CFO Services is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Vigilant CFO Services.

Vigilant CFO Services Tech Stack

A closer look at the technologies used by Vigilant CFO Services

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Frequently Asked Questions Regarding Vigilant CFO Services

What is Vigilant CFO Services's official website?
Vigilant CFO Services's official website is www.vigilantcfoservices.com
What is Vigilant CFO Services's Revenue?
Vigilant CFO Services's revenue is <$5 Million
What is Vigilant CFO Services's SIC code?
Vigilant CFO Services's SIC: 87,874
What is Vigilant CFO Services's NAICS code?
Vigilant CFO Services's NAICS: 54,541
How many employees does Vigilant CFO Services have?
Vigilant CFO Services has 1-10 employees
What industry does Vigilant CFO Services belong to?
Vigilant CFO Services is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is Vigilant CFO Services competition?
Vigilant CFO Services top competitors include: Pillar Wealth Management, Koa Wealth Management, Jake Carris Financial Planning, Sterling Total Wealth Solutions
What technology does Vigilant CFO Services use?
Some of the popular technologies that Vigilant CFO Services uses are: WordPress.org, PHP, Google Font API, Microsoft 365
What does Vigilant CFO Services do?

Vigilant CFO Services LLC specializes in providing multi-family office services tailored for wealthy families. The company offers conflict-free financial advice, personal CFO services, financial forensic services, and financial concierge services. Their primary clients are affluent families seeking comprehensive financial management solutions. Vigi... lant CFO Services does not provide investment advice.Read More

Is Vigilant CFO Services a public company?
Vigilant CFO Services is private company therefore does not currently have an official ticker symbol
See more information about Vigilant CFO Services

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