Bogart Wealth Information
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Bogart Wealth
Summary
Bogart Wealth has been in the industry for 10 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 52. To connect with Bogart Wealth employee register on SignalHire.
Organization Website | bogartwealth.com |
Phone Number | 703-570-8651 |
Industries | |
Headquarters Location | 2010 Corporate Ridge, McLean, VA, 22102 US |
Employees Size | 10-50 employees |
Specialties | Retirement Planning, Tax Planning, Multi-Generational Planning, Investment Management, Estate Planning, Cash Flow Planning, Roth Conversion Strategies, Social Security Optimization, ExxonMobil, SAP, SAP NS2 |
Founded | 2016 |
Employees Turnover 4 quarter 2025
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Number of employees by department
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Length of Employment
Employee tenure at Bogart Wealth shows a diverse range of experience levels:
16% have been with the company for less than 1 year11% for 1–2 years37% for 3–4 years16% for 5–7 years16% for 8–10 years5% have over 11 years of service at Bogart WealthDiscover More
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Bogart Wealth
Jeffrey Fuhrman
President
Brian Windsor
Vice President, Financial Advisor
James Bogart
CEO & Founder
Mike Duffy
Vice President, Financial Advisor
Michael Camara
Vice President, Financial Advisor
Patrick Marcinko
Financial Advisor
Domenico Conti
Controller
Leah Dwyer
Associate Financial Advisor
Shesh Batni
Digital Producer
Thomas Kellogg
AGT - Portfolio Management
Luke Leonard
AGT - Portfolio Management
Sandra Terronez
Financial Planning Manager
Stefan Gudjohnsen
Client Service Associate
Ryan Welsh
AGT - Business Development
Stephen Thorsen
Junior Portfolio Analyst
Jack Loesch
Junior Portfolio Analyst
Elise Wente
Financial Planning Associate - Advisor Growth Track
Tye Wydner
Client Service Associate - Advisor Growth Track
Alison Cowley
Human Resources Manager
Anna Casserino
Client Services Associate
Amanda Muse
Director of Advisory
Geraldo Olivo
Financial Advisor
Aleksandr Spencer
Chief Investment Officer
Brendon Dashiell
Senior Portfolio Analyst
Torry Dell
Director of Business Development
Christine Janaske
Marketing Director
Allen Eickelberg
Chief Operating Officer
Thomas Fraim III
Client Services Associate
Clint Chang
Salesforce Administrator
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FAQ
Bogart Wealth operates in the Finance industries. More details can be found on the official website: bogartwealth.com.
The headquarters of Bogart Wealth are located in McLean, United States.
You can contact Bogart Wealth by phone at 703-570-8651.
Bogart Wealth currently employs 10-50 people.
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