Postillion Wealth Management

  • Investment Bank/Securities Brokerage
  • Jacksonville Beach FL
  • 8 employees
  • Investment Management
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Company Overview

Headquarters
492 Osceola Ave, Jacksonville Beach FL
Website
postillionllc.com
Phone
(904) 615-6621
Employees
8
Founded in
2007
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 561 Companies
NAICS Code 5611 Companies
NAICS Code 56111 Companies
NAICS Code 56 Companies
NAICS Code 561110 Companies
SIC Code
SIC Code 87 Companies
SIC Code 874 Companies
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Financials & Stats

Revenue

$1B

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Who is Postillion Wealth Management

Postillion Wealth Management, LLC is a financial advisory firm located in Jacksonville Beach, Florida. They employ 8 people and generate approximately $1 million in annual revenue. Postillion Wealth Management specializes in providing comprehensive wealth management solutions for successful individuals, professionals, and independent business owners. Their services encompass a broad spectrum, including managed money and investment advisory services, tax planning strategies, corporate buy/sell agreements, estate planning, life insurance products, and comprehensive retirement planning. A cornerstone of Postillion Wealth Management's approach is personalized service, ensuring clients are regularly informed about evolving tax laws, market trends, and economic developments. Clients can connect with Postillion Wealth Management through their website, www.postillionllc.com. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser.

Postillion Wealth Management Industry Tags

Managed money
investment advisory
life insurance
estate planning
wealth management
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Postillion Wealth Management Tech Stack

HTML
jQuery
Microsoft Outlook
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FAQ

What is the location of Postillion Wealth Management's headquarters?
The headquarters of Postillion Wealth Management are situated at 492 Osceola Ave, Jacksonville Beach FL
What is Postillion Wealth Management's phone number?
Postillion Wealth Management's contact number is (904) 615-6621.
What is Postillion Wealth Management's official website?
The official website of Postillion Wealth Management can be found at postillionllc.com.
What is Postillion Wealth Management's current revenue?
As of February 2019, Postillion Wealth Management's annual revenue reached $1B.
How many employees does Postillion Wealth Management currently have?
Postillion Wealth Management employs approximately 8+ people as of February 2019
Which industries is Postillion Wealth Management primarily operating in?
Postillion Wealth Management operates in the following industries: Investment Management
What are Postillion Wealth Management's industry tags?
Postillion Wealth Management's industry tags include: Managed money, investment advisory, life insurance
When was Postillion Wealth Management founded?
Postillion Wealth Management was founded in 2007.

Employee Directory

Key Employees

James Granat

Financial Advisor

Phone Email

Bob Bracey

Principal

Phone Email

Mary Bracey

Director Of Operations

Phone Email