Company Overview
- Headquarters
- 10 Terrace Ct Ste 103, Madison WI
- Website
- sontagadvisory.com
- Phone
- (609) 416-****
- Employees
- 32
- Founded in
- 1995
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5231 - Securities and Commodity Contracts Intermediation and Brokerage
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services621 - Security Brokers, Dealers, and Flotation Companies6211 - Security Brokers, Dealers, and Flotation Companies628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$26B
Total Funding Amount
$350,000M
Who is Sontag Advisory LLC
Sontag Advisory LLC, located in Madison, Wisconsin, is a wealth management firm offering investment advisory, consulting, and fiduciary services. The firm employs 32 individuals. Sontag Advisory partners with clients to define and achieve their financial objectives. Their services cater to clients across numerous geographical locations, including more than thirty states and various countries. Sontag Advisory distinguishes itself through its longstanding commitment to client-centric wealth management, beginning in 1995. Clients can learn more about Sontag Advisory by visiting their website at www.sontagadvisory.com, reading insights on their blog at http://www.sontagadvisory.com/news-insights/sontag-advisory-blog/, or following their Twitter updates at @SontagAdvisory.
Sontag Advisory LLC Industry Tags
Sontag Advisory LLC Tech Stack
Companies Similar to Sontag Advisory LLC
Analyze industry trends and opportunities by examining competitors and companies comparable to Sontag Advisory LLC, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 26M | 108 | Oxford, CT | 2002 | |
| 26M | 77 | Winston-Salem, NC | 1953 |