Financial Concepts Unlimited

Finance · Connecticut, United States · 51-200 Employees

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Overview

Headquarters

1 Bradley Rd Ste 402, Woodbridge, Connec...

Phone Number

(203) 281-7526

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Financial Concepts Unlimited

Financial Concepts Unlimited, LLC (FCU) is a comprehensive financial services firm dedicated to helping clients achieve their financial dreams and improve long-term success. They offer personalized investment management and financial planning services, emphasizing a customized boutique approach supported by extensive resources. FCU focuses on individualized portfolio management, ensuring that each client is valued and receives tailored attention. Their services are designed for individuals seeking to grow, protect, and conserve their wealth.Explore more
Financial Concepts Unlimited's Social MediaPopular Searchesfinancial concepts unlimited LLCFinancial Concepts Unlimitedfinancialconceptsunlimited.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Concepts Unlimi...

<$5M
51-200
Private
-
2001
N/A
$63.4M
51-200
Private
-
1999
LG
Logan GrayFinancial Planning Intern
$19.9M
51-200
Private
-
2010
JR
Joshua RothbardFinancial Advisor
$10.2M
11-50
Private
-
1996
MV
Mark VujevichManaging Director and President
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$7.6M
51-200
Private
-
2010
GH
Gary HatchDirector, Human Resources
<$5M
51-200
Private
-
1835
EM
Ed McMahonExecutive Vice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Concepts Unlimited is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Concepts Unlimited is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Concepts Unlimited.

Financial Concepts Unlimited Tech Stack

A closer look at the technologies used by Financial Concepts Unlimited

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Frequently Asked Questions Regarding Financial Concepts Unlimited

What is Financial Concepts Unlimited's official website?
Financial Concepts Unlimited's official website is www.financialconceptsunlimited.com
What is Financial Concepts Unlimited's Revenue?
Financial Concepts Unlimited's revenue is <$5 Million
What is Financial Concepts Unlimited's SIC code?
Financial Concepts Unlimited's SIC: 62,628
What is Financial Concepts Unlimited's NAICS code?
Financial Concepts Unlimited's NAICS: 52,523
How many employees does Financial Concepts Unlimited have?
Financial Concepts Unlimited has 51-200 employees
What industry does Financial Concepts Unlimited belong to?
Financial Concepts Unlimited is in the industry of: Finance, Securities Trading
What is Financial Concepts Unlimited competition?
Financial Concepts Unlimited top competitors include: Sachs Financial Servic, 21st Century Financial, Harris Financial Group, Abel Financial Strategies
What technology does Financial Concepts Unlimited use?
Some of the popular technologies that Financial Concepts Unlimited uses are: Cloudflare Website Optimization, Google Universal Analytics, Cloudflare CDN, Proofpoint
How do I contact Financial Concepts Unlimited?
Financial Concepts Unlimited contact info: Phone number: (203) 281-7526 Website: www.financialconceptsunlimited.com
What does Financial Concepts Unlimited do?

Financial Concepts Unlimited, LLC (FCU) is a comprehensive financial services firm dedicated to helping clients achieve their financial dreams and improve long-term success. They offer personalized investment management and financial planning services, emphasizing a customized boutique approach supported by extensive resources. FCU focuses on indiv... idualized portfolio management, ensuring that each client is valued and receives tailored attention. Their services are designed for individuals seeking to grow, protect, and conserve their wealth.Read More

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

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