Wealth Managers
Company

Wealth Managers

Investment Management Pasadena, California, United States 30 employees
Employees
30
Contacts
3
Emails
3
Phones
1

Wealth Managers Overview

Headquarters
Pasadena, California, United States
Industry
Investment Management
Employees
30
Founded
2020
Funding
2114627,
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Wealth Managers

We provide investment, real estate, mortgage, and insurance services to our California clients. Licensing: Real Estate CA DRE #02139694, Mortgage NMLS #2114627, Investment Advisory CRD #306710, CA Dept. of Insurance #6003358

Wealth Managers Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Wealth Managers Org Chart

Sample employees and titles
Name Title Contact
Sherry R. Real Estate Consultant
View
Bob Stricklin Real Estate Investment
Email Phone
Julie Malik Accounting Manager & Licensed Realtor
Email
Leanne M. Polizzano, Cfp® Portfolio Manager at Valley Wealth
Email

Employees by Management Level

Manager 2 profiles
Individual contributor 2 profiles

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