Windawi & Associates

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1422 Edinger Ave Ste 220, Tustin, Califo...

Phone Number

(714) 258-9911

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Windawi & Associates

Windawi & Associates is a financial advisory firm based in Tustin, CA, offering a comprehensive range of services including financial planning, tax strategy, investment management, estate planning, retirement planning, and insurance planning. With over 30 years of experience, the firm is dedicated to helping clients achieve their financial goals and maintain financial independence. The team, led by founder Louis Windawi, emphasizes a fiduciary approach, treating clients as an extension of their family. Their target clients include individuals seeking guidance through all stages of their financial lives.Explore more
Windawi & Associates's Social MediaPopular SearchesWindawi & AssociatesWindawi & Associates IncWa & Associates IncWindawi Louis AgtWindawiassociatesSIC Code 62,628NAICS Code 52,523Show more

Windawi & Associates Org Chart

PhoneEmail
LW
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Windawi & Associates

<$5M
1-10
Private
-
2006
LW
Louis WindawiFounder & President
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Windawi & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Windawi & Associates Tech Stack

A closer look at the technologies used by Windawi & Associates

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Frequently Asked Questions Regarding Windawi & Associates

What is Windawi & Associates's official website?
Windawi & Associates's official website is www.windawiassociates.com
What is Windawi & Associates's Revenue?
Windawi & Associates's revenue is <$5 Million
What is Windawi & Associates's SIC code?
Windawi & Associates's SIC: 62,628
What is Windawi & Associates's NAICS code?
Windawi & Associates's NAICS: 52,523
How many employees does Windawi & Associates have?
Windawi & Associates has 1-10 employees
What industry does Windawi & Associates belong to?
Windawi & Associates is in the industry of: Finance, Securities Trading
What is Windawi & Associates competition?
Windawi & Associates top competitors include: Smith Wealth Management Group Tx, JLB Wealth Management Group, Nobile Hinchey Private Wealth Management, Vinson Financial Group
What technology does Windawi & Associates use?
Some of the popular technologies that Windawi & Associates uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Windawi & Associates?
Windawi & Associates contact info: Phone number: (714) 258-9911 Website: www.windawiassociates.com
What does Windawi & Associates do?

Windawi & Associates is a financial advisory firm based in Tustin, CA, offering a comprehensive range of services including financial planning, tax strategy, investment management, estate planning, retirement planning, and insurance planning. With over 30 years of experience, the firm is dedicated to helping clients achieve their financial goals an... d maintain financial independence. The team, led by founder Louis Windawi, emphasizes a fiduciary approach, treating clients as an extension of their family. Their target clients include individuals seeking guidance through all stages of their financial lives.Read More

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

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