Wainscott Advisors

Finance · 1-10 Employees

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Overview

Phone Number

(866) 392-0844

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Wainscott Advisors

Wainscott Advisors is a registered investment advisor specializing in investment advisory services with a focus on portfolio risk management. The firm offers comprehensive portfolio analysis and custom advisory services tailored to individual client needs, emphasizing factors like volatility and liquidity. They provide initial consultations to assess clients' financial circumstances and objectives, followed by detailed portfolio analysis and recommendations for asset allocation. Clients can engage the firm for ongoing reviews and recommendations, while retaining full control over the implementation of suggested strategies.Explore more
Popular SearchesWainscott AdvisorsWainscott Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Wainscott Advisors Org Chart

PhoneEmail
RK

Principal Owner and Proprietor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wainscott Advisors

<$5M
1-10
Private
-
-
RK
Robert KanterPrincipal Owner and Proprietor
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2002
JH
Jim HaslemFounder & CEO
<$5M
1-10
Private
-
2002
MW
Mary WuilloudRegistered Investment Advisor
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
<$5M
1-10
Private
<$5M
2004
RR
Roy RasmussenDivision Manager
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Wainscott Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

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Frequently Asked Questions Regarding Wainscott Advisors

What is Wainscott Advisors's official website?
Wainscott Advisors's official website is www.wainscottadvisors.net
What is Wainscott Advisors's Revenue?
Wainscott Advisors's revenue is <$5 Million
What is Wainscott Advisors's SIC code?
Wainscott Advisors's SIC: 62,628
What is Wainscott Advisors's NAICS code?
Wainscott Advisors's NAICS: 52,523
How many employees does Wainscott Advisors have?
Wainscott Advisors has 1-10 employees
What industry does Wainscott Advisors belong to?
Wainscott Advisors is in the industry of: Finance, Securities Trading
What is Wainscott Advisors competition?
Wainscott Advisors top competitors include: CS Advisors, Fortune Wealth Management, Mw Investment Advisor, Broad Reach Wealth Management
How do I contact Wainscott Advisors?
Wainscott Advisors contact info: Phone number: (866) 392-0844 Website: www.wainscottadvisors.net
What does Wainscott Advisors do?

Wainscott Advisors is a registered investment advisor specializing in investment advisory services with a focus on portfolio risk management. The firm offers comprehensive portfolio analysis and custom advisory services tailored to individual client needs, emphasizing factors like volatility and liquidity. They provide initial consultations to asse... ss clients' financial circumstances and objectives, followed by detailed portfolio analysis and recommendations for asset allocation. Clients can engage the firm for ongoing reviews and recommendations, while retaining full control over the implementation of suggested strategies.Read More

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

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