317-622-8970 Back to results

Trinity Holistic Wealth

Finance · Kitchener, Ontario

FinancialFinance
Kitchener, Ontario, Canada4 employees$1.5M revenue
Visit Website

Find prospects like Trinity Holistic Wealth

Get a list of similar companies, matched by industry, size and location, ready for outreach.

Free sample of 25 companies by email within one business day. No spam: we only use your email for this request.

Products & Services

FinancialFinanceFinancial Services

About Trinity Holistic Wealth

Sharon Wigle, CFA, is looking to serve her current customer base while expanding and reaching new clients. This is done under the privately held umbrella of Aligned Capital Partners Inc., Trinity Holistic Wealth, the Kitchener-Waterloo branch.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice).

Business Contact Information

Phone
+1 (226) 4765996
Fax
+XXX (226) 4446773
Address
30 Duke St W, Kitchener, Ontario, N2H 3W5, Canada

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
4 (1-5)
Annual Revenue
$1.5M ($1M-$5M)

Trinity Holistic Wealth: frequently asked questions

What does Trinity Holistic Wealth do?

Sharon Wigle, CFA, is looking to serve her current customer base while expanding and reaching new clients. This is done under the privately held umbrella of Aligned Capital Partners Inc., Trinity Holistic Wealth, the Kitchener-Waterloo branch.

Where is Trinity Holistic Wealth located?

Trinity Holistic Wealth is headquartered at 30 Duke St W, Kitchener, Ontario, N2H 3W5, Canada.

How many employees does Trinity Holistic Wealth have?

Trinity Holistic Wealth has about 4 employees (the 1-5 range).

What is Trinity Holistic Wealth's annual revenue?

Trinity Holistic Wealth's annual revenue is estimated at $1.5M (the $1M-$5M range).

What industry is Trinity Holistic Wealth in?

Trinity Holistic Wealth is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Trinity Holistic Wealth?

Its website is trinityholisticwealth.com and its phone number is +1 (226) 4765996.

Largest financial companies

Own this business?

Keep your profile accurate — or ask us to take it down. We acknowledge requests within 7 days and resolve them within 30 days.

Prefer email? privacy@facturmfg.com

Add this badge to your website — show visitors you're listed on Factur Data.