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Commonwealth Financial Group Logo
Commonwealth Financial Group CB Rank
616176
Heat Score
61
Commonwealth Financial Group is an advisory firm that provides financial planning, consulting, portfolio, and risk management services.
Founded
obfuscation
Private Charleston, South Carolina, United States11-50 www.commonwealthfg.com
Consulting
Financial Services
Risk Management
Wealth Management
Overview

Commonwealth Financial Group
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Commonwealth Financial Group

CB Rank
616176
Commonwealth Financial Group is an advisory firm that provides financial planning, consulting, portfolio, and risk management services.
Founded
obfuscation
Private Charleston, South Carolina, United States11-50 www.commonwealthfg.com
Consulting
Financial Services
Risk Management
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Adam Brandley
Phone Number +1-843-884-4545
Contact Email info@commonwealthfg.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that develops detailed financial plans addressing education, estate planning, and risk protection for individuals and families.
Business Valuation, Succession, and Exit Planning
Services that assess business value and develop strategies for succession or exit to optimize business continuity and owner goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 36

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

487
83.08%
 in past month

IT Spend

$457.8KThis year, Commonwealth Financial Group is projected to spend $457.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Office 365 Logo
Office 365
99
Mission Critical Logo
Mission Critical
99
Google Firebase Crashlytics Logo
Google Firebase Crashlytics
97

Actively Used Products

8Commonwealth Financial Group uses 8 technology products and services including HTML5, Amazon Route 53, and  Google Analytics, according to G2 Stack.

Active Website Tech Count

8Commonwealth Financial Group is actively using 8 technologies for its website, according to BuiltWith. These include Viewport Meta, Mobile Non Scaleable Content, and  CommonCrawl Top 5m.

Total IP

1Commonwealth Financial Group has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Commonwealth Financial Group's headquarters? Commonwealth Financial Group is located in Charleston, South Carolina, United States.Who are Commonwealth Financial Group's competitors? Alternatives and possible competitors to Commonwealth Financial Group may include Ameriprise Financial, Raymond James, and  LPL Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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