Logan Wealth Management

Logan Wealth Management

Financial Services Ca 7 employees
Employees
7
Contacts
2
Emails
2

Logan Wealth Management Overview

Headquarters
Ca
Phone Number
Available in AeroLeads
Website
loganwealth.com
Industry
Financial Services
Employees
7
Founded
2012
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Logan Wealth Management

Logan Wealth Management is an independent wealth management firm dedicated to growing and managing your financial assets. We strive to provide our clients with exceptional, highly personalized service, and have a wealth of knowledge to help you achieve financial success. At Logan Wealth Management, you’re not just a client. What does this mean? It means we endeavour to have a complete understanding of your goals. It means our commitment to earn your trust is paramount. It means we’re together with you for the long term. We create custom portfolios for our clients, specifically tailored to match their unique situation and goals. Each client is an individual with distinctive needs whose portfolio ought to match those needs. Our clients are high-net-worth individuals and families, not-for-profit companies, and professional associations. They are professionals, entrepreneurs, people who are retired, or still building their wealth. Our clients have worked hard for their money and wish to provide a secure future for themselves and their families.

Logan Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Logan Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Julie Brough
Email
Aleksander Oniszczak Frontline Platform Process
View
Matthew Foglia Portfolio Operations & Client Service
Email
Sanjay Makkar ► I Help Clients Manage Their Wealth
View

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Sales 1 1 0
Executive 1 1 0

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