Verified email-pattern data for Animo Advisors is currently limited. You can still use the company insights and contact sections below.
A private wealth advisory practice of Ameriprise Financial Services, LLC
What we do
We help empower clients to understand their financial goals and dreams through our comprehensive approach to financial planning and wealth management, guiding them along the way.
How we do it
Our team accomplishes this by learning about our clients’ preferences and concerns, being authentic and accessible, helping them navigate through financial ups and downs, and providing them with insightful recommendations.
Who we are
For years, we sought a unique name for our team, avoiding the typical use of partners’ last names.
In June 2023, one of our founders, Phuong Quach (PQ), dined at a restaurant named "Animo" in Sonoma, California. Intrigued by the name, PQ learned it means "from the heart" in Latin.
Inspired, PQ researched further and found three phrases that embodied our client approach:
“Ex animo” – “from the heart”
“Aequo animo” – “with even mind, calmly, patiently”
“Uno animo” – “with one mind”
Our name and these pillars reflect the core values that define our team.
Animo Advisors represents our dedication to being Authentic, helping clients Navigate their personal economy with Integrity, and delivering Meaningful strategies that focus on their Objectives.
Our Core Values
Authentic
Navigate
Integrity
Meaningful
Objectives
Santa Clara
3945 Freedom Circle
Ste 460
Santa Clara, CA 95054
408.330.9220
San Jose
1 Almaden Blvd
Ste 810
San Jose, CA 95113
408.882.1719
Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 3945 Freedom Circle,
- Industry
- Financial Services
- Keywords
- Santa Clara.
- HQ
- Santa Clara, California
Animo Advisors Questions
Animo Advisors's website is https://www.ameripriseadvisors.com/team/animo-advisors/
Animo Advisors's LinkedIn profile is https://www.linkedin.com/company/animo-advisors
Animo Advisors has
7 employees.
View email and phone details for 7
employees at Animo Advisors.
Animo Advisors's industry is
Financial Services
Animo Advisors's top competitors are
Luscombe Engineering Of Southern California,
Mission Learning Foundation,
Lumovest,
Jeecart,
Ameriprise Financial Services, Llc,
Auto Ninjas,
Fabmatics Usa,
Dcm,
Avidbank,
Ciel Creative Space.
Animo Advisors's categories are Financial Services
Animo Advisors's founding year is 2024
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Top Animo Advisors Employees
-
Jing Chien, APMA
Private Wealth Advisor At Animo…
Santa Clara, California, United States, United States -
Phuong Quach, CFP®, CRPC®, APMA(TM), BFA(TM)
n/a
Santa Clara, California, United States, United States1ampf.com2 +140833XXXXX
-
Troy Okumura
Financial Advisor, Cfp®, Apma®
Santa Clara, California, United States, United States3transitionswealthadvisors.com, yahoo.com, gmail.com3 +140830XXXXX
-
Spencer Crume, AWMA™, APMA™, CRPC™
Financial Advisor
Santa Clara, California, United States, United States5icloud.com, merrilledge.com, gmx.com, apple.com, ml.com
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