Graham Capital Wealth Management

Finance · District of Columbia, United States · 1-10 Employees

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Overview

Headquarters

1701 K St NW Ste 801, Washington, Distri...

Phone Number

(202) 780-7726

Revenue

<$5 Million

Industry

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

About Graham Capital Wealth Management

Graham Capital Wealth Management specializes in providing tailored investment management strategies for high net-worth families, foundations, and pension plans. With offices in Tampa and Washington, DC, they focus on delivering personalized financial advice and estate planning services. The firm prides itself on developing customized solutions that align with each client's unique objectives and financial profile. As a fiduciary, Graham Capital is committed to building trust through meticulous investment decision-making processes.Explore more
Graham Capital Wealth Management's Social MediaPopular SearchesGraham Capital Wealth ManagementCapital Wealth Management LLCGraham Capital Wealth Management LLCGraham CapitalSIC Code 62,628NAICS Code 52,523Show more

Graham Capital Wealth Management Org Chart

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SG
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Managing Director

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MB
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Vice President

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Assistant Professor

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JD
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Associate

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Financial Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Graham Capital Wealth Man...

<$5M
1-10
Private
-
2015
SG
Stash GrahamManaging Director
<$5M
1-10
Private
-
2018
FJ
Frank JolleyCo-Chief Investment Officer
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
JM
Jeronimo MartinezDirector of Public Funds
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Graham Capital Wealth Management Tech Stack

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Graham Capital Wealth Management News & Media

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Frequently Asked Questions Regarding Graham Capital Wealth Management

What is Graham Capital Wealth Management's official website?
Graham Capital Wealth Management's official website is www.grahamcapitalwealth.com
What is Graham Capital Wealth Management's Revenue?
Graham Capital Wealth Management's revenue is <$5 Million
What is Graham Capital Wealth Management's SIC code?
Graham Capital Wealth Management's SIC: 62,628
What is Graham Capital Wealth Management's NAICS code?
Graham Capital Wealth Management's NAICS: 52,523
How many employees does Graham Capital Wealth Management have?
Graham Capital Wealth Management has 1-10 employees
What industry does Graham Capital Wealth Management belong to?
Graham Capital Wealth Management is in the industry of: Finance, Securities Trading
What is Graham Capital Wealth Management competition?
Graham Capital Wealth Management top competitors include: Pillar Wealth Management, FRS Capital Management, Ratcliff Financial Services, Full Circle Wealth Strategies
What technology does Graham Capital Wealth Management use?
Some of the popular technologies that Graham Capital Wealth Management uses are: WordPress.org, PHP, Google Cloud DNS, Google Universal Analytics
How do I contact Graham Capital Wealth Management?
Graham Capital Wealth Management contact info: Phone number: (202) 780-7726 Website: www.grahamcapitalwealth.com
What does Graham Capital Wealth Management do?

Graham Capital Wealth Management specializes in providing tailored investment management strategies for high net-worth families, foundations, and pension plans. With offices in Tampa and Washington, DC, they focus on delivering personalized financial advice and estate planning services. The firm prides itself on developing customized solutions that... align with each client's unique objectives and financial profile. As a fiduciary, Graham Capital is committed to building trust through meticulous investment decision-making processes.Read More

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

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