Bagby Wealth Management

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

302 N Walnut St, Dexter, Missouri, 63841...

Phone Number

(573) 624-4771

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Bagby Wealth Management

Bagby Wealth Management has been providing financial advice since 1984, focusing on helping clients build, preserve, and utilize their wealth. The firm offers a range of services including comprehensive investment advisory, financial planning, and retirement planning, tailored to the needs and goals of individuals, families, and businesses. With a team approach, they emphasize collaboration and personalized strategies to ensure clients achieve their financial objectives. Their commitment to independent, fee-based services allows for objective advice that prioritizes client success.Explore more
Bagby Wealth Management's Social MediaPopular SearchesBagby Wealth Management LLCBagby Wealth ManagementBagby Investment Consultants LLCBagby Financial Services IncBagby Investment ConsultantsSIC Code 62,628NAICS Code 52,523Show more

Bagby Wealth Management Org Chart

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Chief Financial Officer

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Compare Similar Companies to Bagby Wealth Management

Compare insights from companies similar to Bagby Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bagby Wealth Management

<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
$7M
1-10
Private
-
2003
DG
Dylan GoisManager, Client Services
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
11-50
Private
<$5M
2017
GS
Gregory SnyderPortfolio Manager
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2007
GK
Gregory KempnerRegistered Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bagby Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bagby Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bagby Wealth Management.

Bagby Wealth Management Tech Stack

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Frequently Asked Questions Regarding Bagby Wealth Management

What is Bagby Wealth Management's official website?
Bagby Wealth Management's official website is www.bagbywealth.com
What is Bagby Wealth Management's Revenue?
Bagby Wealth Management's revenue is <$5 Million
What is Bagby Wealth Management's SIC code?
Bagby Wealth Management's SIC: 62,628
What is Bagby Wealth Management's NAICS code?
Bagby Wealth Management's NAICS: 52,523
How many employees does Bagby Wealth Management have?
Bagby Wealth Management has 1-10 employees
What industry does Bagby Wealth Management belong to?
Bagby Wealth Management is in the industry of: Finance, Securities Trading
What is Bagby Wealth Management competition?
Bagby Wealth Management top competitors include: Yerba Buena Financial Partners, Nobile Hinchey Private Wealth Management, Kempner Wealth Management, Davis Wealth Management
What technology does Bagby Wealth Management use?
Some of the popular technologies that Bagby Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Google Font API
Who is the CFO of Bagby Wealth Management?
Bagby Wealth Management's CFO is Cathy Bagby
How do I contact Bagby Wealth Management?
Bagby Wealth Management contact info: Phone number: (573) 624-4771 Website: www.bagbywealth.com
What does Bagby Wealth Management do?

Bagby Wealth Management has been providing financial advice since 1984, focusing on helping clients build, preserve, and utilize their wealth. The firm offers a range of services including comprehensive investment advisory, financial planning, and retirement planning, tailored to the needs and goals of individuals, families, and businesses. With a... team approach, they emphasize collaboration and personalized strategies to ensure clients achieve their financial objectives. Their commitment to independent, fee-based services allows for objective advice that prioritizes client success.Read More

What are Bagby Wealth Management social media links?
Bagby Wealth Management Linkedin page Bagby Wealth Management Twitter page Bagby Wealth Management Facebook page
Is Bagby Wealth Management a public company?
Bagby Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Bagby Wealth Management

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