Pinafore Wealth Counsel

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

3622 Lyckan Pkwy Ste 3004, Durham, North...

Phone Number

(919) 213-0458

Revenue

<$5 Million

Industry

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

About Pinafore Wealth Counsel

Pinafore Wealth Counsel offers tailored wealth management services designed to unlock financial potential for individuals and families. They prioritize client-focused relationships, ensuring that financial strategies align with personal goals and values. The firm collaborates with clients and their trusted advisors to create customized solutions that support both financial and life objectives. Pinafore emphasizes ongoing education and support, engaging clients like family throughout their financial journey.Explore more
Popular SearchesPinafore Wealth Counsel IncPinafore LLCPinafore Properties LLCPinafore Wealth CounselSIC Code 62,628NAICS Code 52,523Show more

Pinafore Wealth Counsel Org Chart

Lisa Gabriel, Co-founder, President & Chief Executive Officer at Pinafore Wealth Counsel
United States flag for contact location.

Co-founder, President & Chief Executive Offic...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pinafore Wealth Counsel

<$5M
1-10
Private
-
2014
Lisa Gabriel, Co-founder, President & Chief Executive Officer at Pinafore Wealth Counsel
Lisa GabrielCo-founder, President & CEO
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2020
MA
Michael AlexanderChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
KG
Kathy GarrisonChief Financial Officer & Manager, Business
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Pinafore Wealth Counsel Tech Stack

A closer look at the technologies used by Pinafore Wealth Counsel

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Frequently Asked Questions Regarding Pinafore Wealth Counsel

What is Pinafore Wealth Counsel's official website?
Pinafore Wealth Counsel's official website is www.pinaforewealth.com
What is Pinafore Wealth Counsel's Revenue?
Pinafore Wealth Counsel's revenue is <$5 Million
What is Pinafore Wealth Counsel's SIC code?
Pinafore Wealth Counsel's SIC: 62,628
What is Pinafore Wealth Counsel's NAICS code?
Pinafore Wealth Counsel's NAICS: 52,523
How many employees does Pinafore Wealth Counsel have?
Pinafore Wealth Counsel has 1-10 employees
What industry does Pinafore Wealth Counsel belong to?
Pinafore Wealth Counsel is in the industry of: Finance, Securities Trading
What is Pinafore Wealth Counsel competition?
Pinafore Wealth Counsel top competitors include: Dowd Financial Group, Concenture Wealth, Sierra Pacific Financial Advisors, Alliance Wealth Advisors
What technology does Pinafore Wealth Counsel use?
Some of the popular technologies that Pinafore Wealth Counsel uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Pinafore Wealth Counsel?
Pinafore Wealth Counsel contact info: Phone number: (919) 213-0458 Website: www.pinaforewealth.com
What does Pinafore Wealth Counsel do?

Pinafore Wealth Counsel offers tailored wealth management services designed to unlock financial potential for individuals and families. They prioritize client-focused relationships, ensuring that financial strategies align with personal goals and values. The firm collaborates with clients and their trusted advisors to create customized solutions th... at support both financial and life objectives. Pinafore emphasizes ongoing education and support, engaging clients like family throughout their financial journey.Read More

Is Pinafore Wealth Counsel a public company?
Pinafore Wealth Counsel is private company therefore does not currently have an official ticker symbol
See more information about Pinafore Wealth Counsel

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