Surevest Private Wealth

Facts about Surevest Private Wealth

Description

Our clients have grown beyond cookie cutter advice and call center service. At Surevest we require a higher standard be met by the adviso...

Website

HQ Location

Los Angeles, California, United States

Number of employees

2-10

Industry

Investment Management

Latest update

May 1, 2024

Social media accounts of Surevest Private Wealth

X

Facebook

Linkedin

@surevest-private-wealth

Surevest Private Wealth employees

Vanessa Patrick

Executive Assistant To Chief Executive Officer

Haddy Homampour

Vice President, Financial Planning and Client Strategy

Vice President of Client Services

COO & Director of Investments

Alexander Keller

Director of Research and Trading

Breanne Polonia

Wealth Advisor & Women in Transition Specialist

Christina Mangino

Senior Wealth Advisor

Financial Coach/ Behavioral Finance Specialist

Senior Wealth Advisor

Operations Specialist

Frequent questions about Surevest Private Wealth

How many employees does Surevest Private Wealth have?

Surevest Private Wealth has approximately 2-10 employees.

What is Surevest Private Wealth's industry?

Surevest Private Wealth is involved in the industry of Investment Management.

Where is Surevest Private Wealth's headquarters?

Surevest Private Wealth's headquarters is located in Los Angeles, California, United States.

What is the website of Surevest Private Wealth?

You may visit their official website at https://svwealth.com

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