Krilogy

United States · 60 Employees
The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in: - Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations. - Abundance: Going beyond the financial plan to guide you to financial independence and well-being. - Leadership: Sharing informed insights and working as a team to inspire confident decision-making. Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life's changes. We take the work and the weight off your shoulders as you consider big decisions such as retirement, selling a business (or buying one), and leaving a legacy for future generations. Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team's knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan. We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you're ready. - Founded 2009 - Independent Registered Investment Advisor (RIA) Firm, Fiduciary Advisors - $2.1 Billion in Assets - Custodians: Charles Schwab, Fidelity

概述

国家 United States
成立时间 2009
总部 275 n lindbergh blvd, creve coeur, missouri, united states
电话号码 +1 314-884-2800
网站 http://www.krilogy.com
LinkedIn http://www.linkedin.com/company/krilogy-financial
Twitter https://twitter.com/Krilogy
Facebook https://www.facebook.com/Krilogy
员工数 60
行业 financial services,
简介 You're ready for the future, and for whatever is next in life. Krilogy is your trusted guide for financial planning and wealth management services.

技术

Android

Frameworks and Programming Languages

Apache

Load Balancers

Google Font API

Fonts

Google Tag Manager

Tag Management

Gravity Forms

Hosted Forms

Mimecast

Email Providers

Mobile Friendly

Other

Open AdStream (Appnexus)

Publisher Advertising Tools

WordPress.org

CMS

YouTube

Online Video Platforms

reCAPTCHA

Captcha

常见问题

Krilogy 在哪里?

Krilogy 的总部位于 275 n lindbergh blvd, creve coeur, missouri, united states

Krilogy 的电话号码是多少?

Krilogy 的电话号码是 +1 314-884-2800

Krilogy 的官方网站是什么?

Krilogy 的公司官方网站是 http://www.krilogy.com

Krilogy 是做什么的?

You're ready for the future, and for whatever is next in life. Krilogy is your trusted guide for financial planning and wealth management services.

Krilogy 的业务有哪些?

wealth management,retirement planning,investments,insurance planning,benefits,estate planning,portfolio strategists,market & portfolio analysts,financial planners,certified public accountants

Krilogy 的年收入是多少?

Krilogy 的收入是 8500000美元

Krilogy 有多少员工?

Krilogy 有 60 名员工

Krilogy 属于哪个行业?

Krilogy 从事以下行业: financial services

Krilogy 使用什么技术?

Krilogy 使用的一些流行技术包括: Android,Apache,Google Font API,Google Tag Manager,Gravity Forms,Mimecast,Mobile Friendly,Open AdStream (Appnexus),WordPress.org,YouTube,reCAPTCHA

如何联系 Krilogy?

Krilogy 联系信息: 电话号码:+1 314-884-2800, 网站:http://www.krilogy.com, 邮箱:jlo***@***.com

Krilogy 的社交媒体链接是什么?

Krilogy 领英:http://www.linkedin.com/company/krilogy-financial,fackbook:https://www.facebook.com/Krilogy,twitte:https://twitter.com/Krilogy

Krilogy 是一家上市公司吗?

不是

Krilogy 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Krilogy?

Krilogy 有 0 家投资者,包括 。

管理层

Jay Logsdon

Senior Financial Advisor

Lauren Polsgrove

Senior Wealth Services Manager

Bill Pohrer

Partner and Senior Wealth Advisor

Kayla Matthews

Wealth Services Manager

员工

Pat O'Brien

Financial Advisor

Megan Lockhart

Investment Advisory Operations Specialist

Cindy Coll

New Business Specialist

Jake Nowak

Financial Investment

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