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Private Client Advisor

Finance · Washington, District of Columbia

FinancialFinance
Washington, District of Columbia, United States9 employees$2.3M revenue

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Products & Services

FinancialFinanceFinancial Services

About Private Client Advisor

Private Client Advisor is a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Washington, District of Columbia, United States.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Private Client Advisor is one of 9,083 Financial companies listed in District of Columbia.

Business Contact Information

Address
1445 New York Ave NW, Washington, District of Columbia, 20005, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial 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
9 (6-10)
Annual Revenue
$2.3M ($1M-$5M)

Private Client Advisor: frequently asked questions

What does Private Client Advisor do?

Private Client Advisor is a company operating in Financial Services, employing 6-10 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice and based in Washington, District of Columbia, United States.

Where is Private Client Advisor located?

Private Client Advisor is headquartered at 1445 New York Ave NW, Washington, District of Columbia, 20005, United States.

How many employees does Private Client Advisor have?

Private Client Advisor has about 9 employees (the 6-10 range).

What is Private Client Advisor's annual revenue?

Private Client Advisor's annual revenue is estimated at $2.3M (the $1M-$5M range).

What industry is Private Client Advisor in?

Private Client Advisor is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

What companies are similar to Private Client Advisor?

Other large financial companies in District of Columbia include Federal National Mortgage Association, AIA Group Ltd, The World Bank Group and The Carlyle Group Inc.

Largest financial companies in District of Columbia

Largest financial companies

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