Womack Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5307 E Mockingbird Ln Ste 802, Dallas, T...

Phone Number

(214) 843-0070

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 Womack Financial

Womack Financial is an independent wealth management firm based in Dallas that focuses on aligning clients' values and needs with their investments. They provide a range of services, including sourcing private investment opportunities and creating customized portfolios tailored to clients' goals. The firm emphasizes transparency, trust, communication, and a client-first approach to investment management. Their target clients are individuals interested in private investments and those seeking to incorporate personal values into their financial strategies.Explore more
Womack Financial's Social MediaPopular SearchesWomack Financial LLCWomack FinancialWomack Capital Partners LPWomack Capital GP LLCWomackfinancialSIC Code 62,628NAICS Code 52,523Show more

Womack Financial Org Chart

PhoneEmail
LC
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Womack Financial

<$5M
1-10
Private
-
2016
LC
Laura CordellDirector, Operations
<$5M
1-10
Private
-
1998
AL
Alan LiChief Investment Officer
<$5M
1-10
Private
-
2020
Kelly Dane, Co-Founder at Defiant Capital Group
Kelly DaneCo-Founder
<$5M
1-10
Private
-
2017
N/A
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
2012
CA
Cyrus AminManager, Investment & Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Womack Financial Tech Stack

A closer look at the technologies used by Womack Financial

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Frequently Asked Questions Regarding Womack Financial

What is Womack Financial's official website?
Womack Financial's official website is www.womackfinancial.com
What is Womack Financial's Revenue?
Womack Financial's revenue is <$5 Million
What is Womack Financial's SIC code?
Womack Financial's SIC: 62,628
What is Womack Financial's NAICS code?
Womack Financial's NAICS: 52,523
How many employees does Womack Financial have?
Womack Financial has 1-10 employees
What industry does Womack Financial belong to?
Womack Financial is in the industry of: Finance, Securities Trading
What is Womack Financial competition?
Womack Financial top competitors include: Defiant Capital Group, Old Vine Capital, CoastEdge Partners, Hudson Valley Wealth Management
What technology does Womack Financial use?
Some of the popular technologies that Womack Financial uses are: Sentry, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager, Google Workspace
How do I contact Womack Financial?
Womack Financial contact info: Phone number: (214) 843-0070 Website: www.womackfinancial.com
What does Womack Financial do?

Womack Financial is an independent wealth management firm based in Dallas that focuses on aligning clients' values and needs with their investments. They provide a range of services, including sourcing private investment opportunities and creating customized portfolios tailored to clients' goals. The firm emphasizes transparency, trust, communicati... on, and a client-first approach to investment management. Their target clients are individuals interested in private investments and those seeking to incorporate personal values into their financial strategies.Read More

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

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