Worrell Advisory Services

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

202 S Montowese St Ste 4, Branford, Conn...

Phone Number

(203) 315-1059

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Worrell Advisory Services

Worrell Advisory Services specializes in comprehensive wealth management, focusing on creating a conducive environment for investments to grow and thrive. The company aims to help investors achieve returns by fostering momentum and growth in their portfolios. Their services are tailored to meet the needs of individual investors seeking to cultivate their financial assets. Located in Branford, CT, Worrell Advisory Services is dedicated to guiding clients through the complexities of investment management.Explore more
Popular SearchesWorrell Advisory Services LLCWorrell Advisory Service LLCWorrell Investment ClubSIC Code 62,628NAICS Code 52,523Show more

Worrell Advisory Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Worrell Advisory Services

<$5M
1-10
Private
-
1982
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.1M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Worrell Advisory Services Tech Stack

A closer look at the technologies used by Worrell Advisory Services

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Frequently Asked Questions Regarding Worrell Advisory Services

What is Worrell Advisory Services's official website?
Worrell Advisory Services's official website is www.worrelladvisory.com
What is Worrell Advisory Services's Revenue?
Worrell Advisory Services's revenue is <$5 Million
What is Worrell Advisory Services's SIC code?
Worrell Advisory Services's SIC: 62,628
What is Worrell Advisory Services's NAICS code?
Worrell Advisory Services's NAICS: 52,523
How many employees does Worrell Advisory Services have?
Worrell Advisory Services has 1-10 employees
What industry does Worrell Advisory Services belong to?
Worrell Advisory Services is in the industry of: Finance, Securities Trading
What is Worrell Advisory Services competition?
Worrell Advisory Services top competitors include: Goodrich and Associates, Pillar Wealth Management, Burnette Financial Planning, Sterling Total Wealth Solutions
What technology does Worrell Advisory Services use?
Some of the popular technologies that Worrell Advisory Services uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Worrell Advisory Services?
Worrell Advisory Services contact info: Phone number: (203) 315-1059 Website: www.worrelladvisory.com
What does Worrell Advisory Services do?

Worrell Advisory Services specializes in comprehensive wealth management, focusing on creating a conducive environment for investments to grow and thrive. The company aims to help investors achieve returns by fostering momentum and growth in their portfolios. Their services are tailored to meet the needs of individual investors seeking to cultivate... their financial assets. Located in Branford, CT, Worrell Advisory Services is dedicated to guiding clients through the complexities of investment management.Read More

Is Worrell Advisory Services a public company?
Worrell Advisory Services is private company therefore does not currently have an official ticker symbol
See more information about Worrell Advisory Services

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