Washington Equity

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

131 Park St NE Ste 8C, Vienna, Virginia,...

Phone Number

(703) 536-5599

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Washington Equity

Washington Equity is an independent wealth management firm based in Virginia that focuses on empowering clients to achieve their financial goals with confidence. They offer a range of services including financial planning, tax planning, investment management, and retirement planning, tailored to the unique needs of individuals, families, business owners, and federal employees. The firm emphasizes a collaborative approach, treating clients like family and ensuring that their financial strategies evolve with their life circumstances. Washington Equity aims to demystify money, helping clients navigate life's transitions and build a secure future.Explore more
Washington Equity's Social MediaPopular SearchesWashington Equity LLCWashington Equity Planning LLCWashington Equity PlanningWashington EquityWashington Equity Group LLCSIC Code 62,628NAICS Code 52,523Show more

Washington Equity Org Chart

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TR
United States flag for contact location.

Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Washington Equity

<$5M
1-10
Private
-
2014
TR
Trey RyanManager, Operations
$7.1M
1-10
Private
-
2014
Kevin Scribner, Chief Financial Officer & Senior Founder at Core Financial Group
Kevin ScribnerChief Financial Officer & Senior Founder
<$5M
1-10
Private
-
2016
JZ
Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative
<$5M
1-10
Private
<$5M
2020
N/A
<$5M
1-10
Private
-
-
MA
Michael ArgiroPresident & Owner & Founder
<$5M
1-10
Private
-
2012
EH
Emily HendryVice President, Client Experience
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Washington Equity is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Washington Equity Tech Stack

A closer look at the technologies used by Washington Equity

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Frequently Asked Questions Regarding Washington Equity

What is Washington Equity's official website?
Washington Equity's official website is www.washeq.com
What is Washington Equity's Revenue?
Washington Equity's revenue is <$5 Million
What is Washington Equity's SIC code?
Washington Equity's SIC: 62,628
What is Washington Equity's NAICS code?
Washington Equity's NAICS: 52,523
How many employees does Washington Equity have?
Washington Equity has 1-10 employees
What industry does Washington Equity belong to?
Washington Equity is in the industry of: Finance, Securities Trading
What is Washington Equity competition?
Washington Equity top competitors include: 4T Financial, Point Wealth Advisors, Elliott & Associates Wealth Advisors, Core Financial Group
What companies has Washington Equity acquired?
Washington Equity has acquired the companies: Cetera Financial Institutions, Cetera Financial Institutions, William Macias - Financial Advisor, Sweeney Kovar
What technology does Washington Equity use?
Some of the popular technologies that Washington Equity uses are: Cloudflare Website Optimization, Smarsh, Google Tag Manager, FMG Suite
How do I contact Washington Equity?
Washington Equity contact info: Phone number: (703) 536-5599 Website: www.washeq.com
What does Washington Equity do?

Washington Equity is an independent wealth management firm based in Virginia that focuses on empowering clients to achieve their financial goals with confidence. They offer a range of services including financial planning, tax planning, investment management, and retirement planning, tailored to the unique needs of individuals, families, business o... wners, and federal employees. The firm emphasizes a collaborative approach, treating clients like family and ensuring that their financial strategies evolve with their life circumstances. Washington Equity aims to demystify money, helping clients navigate life's transitions and build a secure future.Read More

What are Washington Equity social media links?
Washington Equity Linkedin page
Is Washington Equity a public company?
Washington Equity is private company therefore does not currently have an official ticker symbol
See more information about Washington Equity

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