Wharton Financial Services

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1017 W Main St, Marion, Illinois, 62959,...

Phone Number

(618) 364-0084

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Wharton Financial Services

Wharton Wealth Management Group specializes in holistic financial strategies aimed at helping clients build multi-generational financial legacies. The firm focuses on asset management and provides services to protect and enhance wealth accumulation. Located in Southern Illinois, they take an individualized approach to assist clients in understanding their current financial situation, planning for the future, and achieving overall financial stability. Their target clients include individuals seeking tailored financial planning and investment strategies.Explore more
Wharton Financial Services's Social MediaPopular SearchesWharton Financial Services LtdSIC Code 62,628NAICS Code 52,523Show more

Wharton Financial Services Org Chart

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CW
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Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wharton Financial Service...

<$5M
11-50
Private
-
-
CW
Curtis WhartonInvestment Advisor & Representative
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
1985
N/A
<$5M
11-50
Private
-
1997
CD
Chris DeschainePrincipal and Creative Director
<$5M
1-10
Private
-
2010
JU
John UnderhillFounder and CCO
<$5M
1-10
Private
-
-
ML
Michael LynchInvestment Professional
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Wharton Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wharton Financial Services Tech Stack

A closer look at the technologies used by Wharton Financial Services

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Frequently Asked Questions Regarding Wharton Financial Services

What is Wharton Financial Services's official website?
Wharton Financial Services's official website is www.journeyguides.net
What is Wharton Financial Services's Revenue?
Wharton Financial Services's revenue is <$5 Million
What is Wharton Financial Services's SIC code?
Wharton Financial Services's SIC: 62,628
What is Wharton Financial Services's NAICS code?
Wharton Financial Services's NAICS: 52,523
How many employees does Wharton Financial Services have?
Wharton Financial Services has 11-50 employees
What industry does Wharton Financial Services belong to?
Wharton Financial Services is in the industry of: Finance, Securities Trading
What is Wharton Financial Services competition?
Wharton Financial Services top competitors include: Stoken Asset Management, Seymour Asset Management, Lynch Wealth Management, Acorn & Oak Wealth Management
What technology does Wharton Financial Services use?
Some of the popular technologies that Wharton Financial Services uses are: Enom DNS Hosting, Amazon Web Hosting
How do I contact Wharton Financial Services?
Wharton Financial Services contact info: Phone number: (618) 364-0084 Website: www.journeyguides.net
What does Wharton Financial Services do?

Wharton Wealth Management Group specializes in holistic financial strategies aimed at helping clients build multi-generational financial legacies. The firm focuses on asset management and provides services to protect and enhance wealth accumulation. Located in Southern Illinois, they take an individualized approach to assist clients in understandin... g their current financial situation, planning for the future, and achieving overall financial stability. Their target clients include individuals seeking tailored financial planning and investment strategies.Read More

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

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