Willis Eckfeldt

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

7525 SE 24th St Ste 505, Mercer Island, ...

Phone Number

(206) 282-0950

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Willis Eckfeldt

Willis Eckfeldt is a wealth management firm based in Seattle that specializes in personalized investment management and financial planning services for high-net-worth families, businesses, and individuals. With nearly two decades of experience, the firm emphasizes a client-first approach, building long-lasting relationships through tailored strategies that address clients' financial and lifestyle needs. Their team of experienced CERTIFIED FINANCIAL PLANNERS is dedicated to helping clients navigate financial challenges and achieve their long-term goals. Willis Eckfeldt aims to empower clients with the tools and education necessary for making informed financial decisions.Explore more
Willis Eckfeldt's Social MediaPopular SearchesWillis EckfeldtEckfeldt Asset Management LLCWillis Eckfeldt Asset Management LLCWilliseckfeldtWilliseckfeldt Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

Willis Eckfeldt Org Chart

PhoneEmail
KT
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Client Services Administrator

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Client Services Administrator

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Associate Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Willis Eckfeldt

<$5M
1-10
Private
-
2013
KT
Kirsten ThomClient Services Administrator
<$5M
1-10
Private
-
1996
KM
Kerron MilesRelationship Support Associate
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2016
JO
Joshua OttoFinancial Advisor
<$5M
1-10
Private
-
1993
BF
Brett FryManaging Director
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Willis Eckfeldt is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Willis Eckfeldt Tech Stack

A closer look at the technologies used by Willis Eckfeldt

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Frequently Asked Questions Regarding Willis Eckfeldt

What is Willis Eckfeldt's official website?
Willis Eckfeldt's official website is www.williseckfeldt.com
What is Willis Eckfeldt's Revenue?
Willis Eckfeldt's revenue is <$5 Million
What is Willis Eckfeldt's SIC code?
Willis Eckfeldt's SIC: 62,628
What is Willis Eckfeldt's NAICS code?
Willis Eckfeldt's NAICS: 52,523
How many employees does Willis Eckfeldt have?
Willis Eckfeldt has 1-10 employees
What industry does Willis Eckfeldt belong to?
Willis Eckfeldt is in the industry of: Finance, Securities Trading
What is Willis Eckfeldt competition?
Willis Eckfeldt top competitors include: Regal Creek Wealth Management, O'Brien Capital Management, Pillar Wealth Management, Harmon Financial Advisors
What technology does Willis Eckfeldt use?
Some of the popular technologies that Willis Eckfeldt uses are: WordPress.org, PHP, AppRiver, Google Cloud Web Serving
How do I contact Willis Eckfeldt?
Willis Eckfeldt contact info: Phone number: (206) 282-0950 Website: www.williseckfeldt.com
What does Willis Eckfeldt do?

Willis Eckfeldt is a wealth management firm based in Seattle that specializes in personalized investment management and financial planning services for high-net-worth families, businesses, and individuals. With nearly two decades of experience, the firm emphasizes a client-first approach, building long-lasting relationships through tailored strateg... ies that address clients' financial and lifestyle needs. Their team of experienced CERTIFIED FINANCIAL PLANNERS is dedicated to helping clients navigate financial challenges and achieve their long-term goals. Willis Eckfeldt aims to empower clients with the tools and education necessary for making informed financial decisions.Read More

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

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