Statements (57)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Company
|
| gptkbp:awards |
Best Financial Advisors 2020
|
| gptkbp:client |
gptkb:Individuals
Businesses High Net Worth Individuals Small to Medium Enterprises |
| gptkbp:community_involvement |
Local Charities
Financial Literacy Programs |
| gptkbp:employees |
50-100
|
| gptkbp:feedback |
gptkb:High
Positive Reviews Testimonials |
| gptkbp:financial_products |
Budgeting Software
Retirement Calculators Investment Trackers |
| gptkbp:founded |
gptkb:2005
|
| gptkbp:founder |
gptkb:John_Doe
|
| gptkbp:headquarters |
gptkb:Borough
|
| gptkbp:hosts_events |
gptkb:Annual_Conferences
Local Meetups |
| https://www.w3.org/2000/01/rdf-schema#label |
505 Financial Advisors
|
| gptkbp:industry |
Finance
|
| gptkbp:investment |
gptkb:software
Asset Allocation Diversified Portfolios |
| gptkbp:is_a_resource_for |
gptkb:Workshops
Webinars Newsletters |
| gptkbp:location |
gptkb:United_States
|
| gptkbp:mission |
To provide personalized financial advice.
|
| gptkbp:partnerships |
Insurance Companies
Various Banks |
| gptkbp:philosophy |
Transparency
Client-Centric Approach Long-Term Relationships |
| gptkbp:regulatory_body |
gptkb:SEC
|
| gptkbp:regulatory_compliance |
Fiduciary Duty
Registered Investment Advisor |
| gptkbp:revenue |
10 million USD
|
| gptkbp:service_years |
18 years
|
| gptkbp:services |
gptkb:Company
Estate Planning Retirement Planning Tax Planning |
| gptkbp:social_media |
gptkb:Linked_In
gptkb:Twitter_account |
| gptkbp:sustainability |
gptkb:Community_Center
Paperless Operations Eco-Friendly Office |
| gptkbp:team |
Investment Analysts
Certified Financial Planners Tax Advisors |
| gptkbp:type |
gptkb:Company
|
| gptkbp:vision |
To be the leading financial advisory firm.
|
| gptkbp:website |
www.505financialadvisors.com
|
| gptkbp:bfsParent |
gptkb:AVP_Group
|
| gptkbp:bfsLayer |
6
|