Exencial Wealth Advisors

United States · 93 Employees
Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

概述

国家 United States
成立时间 2003
总部 9108 north kelley avenue, oklahoma city, oklahoma, united states
电话号码 +1 203-298-8523
网站 http://www.exencialwealth.com
LinkedIn http://www.linkedin.com/company/exencial-wealth-advisors
Twitter
Facebook https://www.facebook.com/ExencialWealth/
员工数 93
行业 financial services,
简介 We deliver financial advice and execution to clients across the U.S. from customized portfolios to tax and accounting.

技术

Amazon AWS

Hosting

Apache

Load Balancers

Facebook Custom Audiences

Retargeting

Facebook Login (Connect)

Social Login

Facebook Widget

Widgets

Google Analytics

Analytics and Tracking

Google Font API

Fonts

Google Maps

Other

Google Tag Manager

Tag Management

Hubspot

Marketing Automation

Microsoft Azure

Hosting

Microsoft Azure Hosting

Hosting

Microsoft Office 365

Other

Mobile Friendly

Other

Nginx

Load Balancers

OpenSSL

SSL Certificates

Outlook

Email Providers

ShareThis

Social Sharing

WordPress.org

CMS

reCAPTCHA

Captcha

常见问题

Exencial Wealth Advisors 在哪里?

Exencial Wealth Advisors 的总部位于 9108 north kelley avenue, oklahoma city, oklahoma, united states

Exencial Wealth Advisors 的电话号码是多少?

Exencial Wealth Advisors 的电话号码是 +1 203-298-8523

Exencial Wealth Advisors 的官方网站是什么?

Exencial Wealth Advisors 的公司官方网站是 http://www.exencialwealth.com

Exencial Wealth Advisors 是做什么的?

We deliver financial advice and execution to clients across the U.S. from customized portfolios to tax and accounting.

Exencial Wealth Advisors 的业务有哪些?

Exencial Wealth Advisors 的年收入是多少?

Exencial Wealth Advisors 的收入是 2400000美元

Exencial Wealth Advisors 有多少员工?

Exencial Wealth Advisors 有 93 名员工

Exencial Wealth Advisors 属于哪个行业?

Exencial Wealth Advisors 从事以下行业: financial services

Exencial Wealth Advisors 使用什么技术?

Exencial Wealth Advisors 使用的一些流行技术包括: Amazon AWS,Apache,Facebook Custom Audiences,Facebook Login (Connect),Facebook Widget,Google Analytics,Google Font API,Google Maps,Google Tag Manager,Hubspot,Microsoft Azure,Microsoft Azure Hosting,Microsoft Office 365,Mobile Friendly,Nginx,OpenSSL,Outlook,ShareThis,WordPress.org,reCAPTCHA

如何联系 Exencial Wealth Advisors?

Exencial Wealth Advisors 联系信息: 电话号码:+1 203-298-8523, 网站:http://www.exencialwealth.com, 邮箱:sru***@***.com

Exencial Wealth Advisors 的社交媒体链接是什么?

Exencial Wealth Advisors 领英:http://www.linkedin.com/company/exencial-wealth-advisors,fackbook:https://www.facebook.com/ExencialWealth/,twitte:

Exencial Wealth Advisors 是一家上市公司吗?

不是

Exencial Wealth Advisors 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Exencial Wealth Advisors?

Exencial Wealth Advisors 有 0 家投资者,包括 。

管理层

Samuel Rummage

Information Technology Operations Manager

Lori Stephenson

Relationship Manager

Tony Saltarski

Sr. Wealth Advisor

Taylor Gill

Relationship Manager

员工

Michael McGlashen

Business Development Officer California Territory

Murphy Burns

Business Development: Mergers & Acquisitions

Kyle Hafstad

Estate Planning Advisor

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