Congruent Wealth: Detailed Company Information & Corporate Profile

Contact top employees from Congruent Wealth

Summary

The company currently specializes in the Financial Services area. The annual revenue of Congruent Wealth varies between 1 and 10M. To connect with Congruent Wealth employee register on SignalHire.

Congruent Wealth Websitecongruentwealth.com
Phone Number9047503077
Industries
Congruent Wealth Headquarters address7077 Bonneval Rd, Jacksonville, Florida, 32216 US
Company Size1-10 employees
Estimated Annual Revenue$1 - 10M

Workforce Turnover

Number of staff members switched

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Corporate Tenure Analytics

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Congruent Wealth's workforce includes employees across a wide range of tenure levels.

33% have been with the company for less than 1 year67% have been with the company for 1 to 2 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Congruent Wealth
John Thompson
John ThompsonPrivate Wealth Advisor / Owner
Phone (1)
+1-***-***-3413
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David Overby
David OverbySenior Wealth Planner
Email (6)
d**********y@overbeyrealtycorp.com , d*********y@northwesternmutual.com , d**********y@nm.com , ...
Phone (1)
+1-***-***-7498
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Renee Thompson
Renee ThompsonOffice Manager
Phone (1)
+1-***-***-5224
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David Phillips
David PhillipsDirector of Operations
Email (3)
p***@tdainstitutional.com , d***@yahoo.com , p***@hotmail.com
Phone (4)
+1-323-***-**53 , +1-520-***-**68 , ...
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Jonathan Bock
Jonathan BockPrivate Wealth Advisor
Email (2)
j***k@impactadvisorsgroup.com , *o*@edlerzain.com
Phone (4)
+1-520-***-**69 , +1-623-***-**97 , ...
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Sam Levin
Sam LevinWealth Planner
Phone (1)
+1-***-***-4278
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Congruent Wealth Corporate Information: FAQ

Congruent Wealth operates in the Finance industries. More details can be found on the official website: congruentwealth.com.
The headquarters of Congruent Wealth are located in Jacksonville, United States.
You can contact Congruent Wealth by phone at 9047503077.
Congruent Wealth currently employs 1-10 people.
Congruent Wealth's revenue is approximately 3.8M.

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