Witt-Financial Advisors

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

5299 Dtc Blvd Ste 1300, Greenwood Villag...

Phone Number

(303) 771-2810

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Witt-Financial Advisors

Witt Financial Advisors (WFA) is an independent, fee-based financial advisory firm serving small and medium-sized clients in the Rocky Mountain region. The firm does not sell products or receive commissions from any vendors, ensuring fully impartial recommendations. President Jayesh Shah holds CPA, CMA, and PFS designations, along with a Chartered Accountant qualification from India, and brings extensive experience in tax, accounting, finance, and investment across the United States, Canada, and India.Explore more
Witt-Financial Advisors's Social MediaPopular SearchesWitt-Financial Advisors IncWITT FINANCIAL ADVISORS IncJayesh M ShahJayesh M Shah Cpa PCWitt Financial IncSIC Code 62,628NAICS Code 52,523Show more

Witt-Financial Advisors Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Witt-Financial Advisors

<$5M
1-10
Private
-
1999
$5.7M
11-50
Private
-
-
N/A
$5.2M
11-50
Private
-
1989
RA
Roderick ArnoldChief Investment Officer
<$5M
1-10
Private
-
-
KC
Kristen CrouthamelFinancial Advisor
<$5M
1-10
Private
-
1994
Steven Strauss, Chairman & President at Droms Strauss Wealth Management
Steven StraussChairman & President
<$5M
1-10
Private
-
-
CC
Christopher CullinaChief Compliance Officer
<$5M
11-50
Private
-
2014
AW
Amanda WolfeOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Witt-Financial Advisors Tech Stack

A closer look at the technologies used by Witt-Financial Advisors

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Frequently Asked Questions Regarding Witt-Financial Advisors

What is Witt-Financial Advisors's official website?
Witt-Financial Advisors's official website is www.wittfinancial.com
What is Witt-Financial Advisors's Revenue?
Witt-Financial Advisors's revenue is <$5 Million
What is Witt-Financial Advisors's SIC code?
Witt-Financial Advisors's SIC: 62,628
What is Witt-Financial Advisors's NAICS code?
Witt-Financial Advisors's NAICS: 52,523
How many employees does Witt-Financial Advisors have?
Witt-Financial Advisors has 1-10 employees
What industry does Witt-Financial Advisors belong to?
Witt-Financial Advisors is in the industry of: Finance, Securities Trading
What is Witt-Financial Advisors competition?
Witt-Financial Advisors top competitors include: Fitzgerald Financial Partners, Droms Strauss Wealth Management, MK Byrne, GCSB Investment Center
What technology does Witt-Financial Advisors use?
Some of the popular technologies that Witt-Financial Advisors uses are: Google Font API, DigiCert, Google Workspace, Gmail
How do I contact Witt-Financial Advisors?
Witt-Financial Advisors contact info: Phone number: (303) 771-2810 Website: www.wittfinancial.com
What does Witt-Financial Advisors do?

Witt Financial Advisors (WFA) is an independent, fee-based financial advisory firm serving small and medium-sized clients in the Rocky Mountain region. The firm does not sell products or receive commissions from any vendors, ensuring fully impartial recommendations. President Jayesh Shah holds CPA, CMA, and PFS designations, along with a Chartered... Accountant qualification from India, and brings extensive experience in tax, accounting, finance, and investment across the United States, Canada, and India.Read More

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

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