Zen Wealth Management Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

2125 W Irving Park Rd Ste 1, Chicago, Il...

Phone Number

(773) 248-1000

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 Zen Wealth Management Group

Zen Wealth Management Group is a financial planning firm based in Chicago, IL, offering a wide range of services including personal financial planning, retirement planning, estate planning, and wealth management. They also provide business services such as accounting, payroll, and tax preparation for both individuals and businesses. The firm focuses on delivering personalized guidance to help clients manage risk and grow their wealth. Their intended clients include individuals seeking financial freedom and businesses looking for strategic financial advice.Explore more
Zen Wealth Management Group's Social MediaPopular SearchesZen Wealth Management GroupGodvik & PatelZen Wealth Management Group IncZen Investment Group IncZen Wealth Management Group isSIC Code 62,628NAICS Code 52,523Show more

Zen Wealth Management Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Zen Wealth Management Gro...

<$5M
1-10
Private
-
2009
LO
Luis OrtegaGeneral Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
1997
GP
Gail PerkinsDirector, Client Experience
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

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Low Activity

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Activity Insights

Zen Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Zen Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Zen Wealth Management Group.

Zen Wealth Management Group Tech Stack

A closer look at the technologies used by Zen Wealth Management Group

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Frequently Asked Questions Regarding Zen Wealth Management Group

What is Zen Wealth Management Group's official website?
Zen Wealth Management Group's official website is www.zenwealthgroup.com
What is Zen Wealth Management Group's Revenue?
Zen Wealth Management Group's revenue is <$5 Million
What is Zen Wealth Management Group's SIC code?
Zen Wealth Management Group's SIC: 62,628
What is Zen Wealth Management Group's NAICS code?
Zen Wealth Management Group's NAICS: 52,523
How many employees does Zen Wealth Management Group have?
Zen Wealth Management Group has 1-10 employees
What industry does Zen Wealth Management Group belong to?
Zen Wealth Management Group is in the industry of: Finance, Securities Trading
What is Zen Wealth Management Group competition?
Zen Wealth Management Group top competitors include: H Papa & Associates, Charles Carroll Financial Partners, Fountainhead Wealth, Stratos Wealth Advisors
What technology does Zen Wealth Management Group use?
Some of the popular technologies that Zen Wealth Management Group uses are: Amazon Web Hosting, Google Workspace, Gmail
How do I contact Zen Wealth Management Group?
Zen Wealth Management Group contact info: Phone number: (773) 248-1000 Website: www.zenwealthgroup.com
What does Zen Wealth Management Group do?

Zen Wealth Management Group is a financial planning firm based in Chicago, IL, offering a wide range of services including personal financial planning, retirement planning, estate planning, and wealth management. They also provide business services such as accounting, payroll, and tax preparation for both individuals and businesses. The firm focuse... s on delivering personalized guidance to help clients manage risk and grow their wealth. Their intended clients include individuals seeking financial freedom and businesses looking for strategic financial advice.Read More

What are Zen Wealth Management Group social media links?
Zen Wealth Management Group Linkedin page Zen Wealth Management Group Twitter page
Is Zen Wealth Management Group a public company?
Zen Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about Zen Wealth Management Group

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