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Products & Services
About Mindset Wealth
Mindset Wealth's investment advisors help new families, baby boomer and retirees plan and achieve their financial goals. Mindset Wealth is a company employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Courtenay, British Columbia, Canada and operating in Financial Services.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice).
Business Contact Information
- Phone
- +1 (250) 3385222
- Fax
- +XXX (250) 3388770
- Website
- mindsetwealth.com
- Address
- 145 19th St, Courtenay, British Columbia, V9N 9G2, Canada
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 10 (6-10)
- Annual Revenue
- $3.8M ($1M-$5M)
Mindset Wealth: frequently asked questions
What does Mindset Wealth do?
Mindset Wealth's investment advisors help new families, baby boomer and retirees plan and achieve their financial goals.
Where is Mindset Wealth located?
Mindset Wealth is headquartered at 145 19th St, Courtenay, British Columbia, V9N 9G2, Canada.
How many employees does Mindset Wealth have?
Mindset Wealth has about 10 employees (the 6-10 range).
What is Mindset Wealth's annual revenue?
Mindset Wealth's annual revenue is estimated at $3.8M (the $1M-$5M range).
What industry is Mindset Wealth in?
Mindset Wealth is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Mindset Wealth?
Its website is mindsetwealth.com and its phone number is +1 (250) 3385222.
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