Geometric Wealth Advisors
Financial Services
United States
29 employees
- Employees
- 29
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Geometric Wealth Advisors Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- geometricadvisors.com
- Industry
- Financial Services
- Employees
- 29
- Founded
- 2015
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Geometric Wealth Advisors
Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers
Geometric Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Geometric Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Andrew Leonard | Managing Partner at Geometric Wealth | Washington, District of Columbia, United States |
Email
Phone
|
| Michael Matson | Sr. Performance Reporting Analyst |
View
|
|
| Patrick Mcgough, Cfa | Wealth Advisor & Partner at Geometric | Greater Chicago Area, United States |
Email
Phone
|
| Michelle Pimentel, Cfp® | Wealth Advisor & Partner at Geometric | United States |
View
|
Employees by Management Level
Individual contributor
6 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
Compare Similar Companies to Geometric Wealth Advisors
Truepoint Wealth Counsel
Financial Services
Meridian Wealth Management, LLC
Investment Management
Dew Wealth Management
Financial Services
Brooklyn Fi
Financial Services
The Paraplanner Club
Financial Services
Paraplanner
Financial Services
Bannerman Wealth
Investment Management
Simply Paraplanner
Staffing And Recruiting
Professional Paraplanner
Financial Services
Virtual Paraplanner
Financial Services