Selkirk Wealth Advisors, LLC Company Profile, Contacts & Intelligence

Investment Management203 N Washington St.4 employeesFounded 2014
2 contacts with email or phone data2 with email data1 with phone data
View verified contacts Compare competitors
Employees
4
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 3 visible contacts
Departments
2
Mapped contact coverage

Selkirk Wealth Advisors, LLC Overview

Boutique investment advisory firm specializing in multi-generational family wealth planning and management. A focus on next generation investment education as well as estate planning strategies unique to family businesses and inherited wealth. Tight coordination with all advisor relationships to ensure a consistent implementation of the family goals.

Headquarters
203 N Washington St.
Website
selkirkwealth.com
Industry
Investment Management
Founded
2014
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Wealth Management Financial Planning Investment Advisory Retirement Planning Estate Planning

Selkirk Wealth Advisors, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using Selkirk Wealth Advisors, LLC's company email domain.
General
1
Finance
1

Selkirk Wealth Advisors, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

D
Debra Bell
Financial Advisor, Crpc
E
E
Eric Stutzman, Cfp®
Wealth Advisor at Selkirk Wealth
EP
J
Jordan Isler
Client Service Coordinator

Selkirk Wealth Advisors, LLC Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
Associate / junior
1

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