Byron Financial LLC

  • Financial Services
  • Charlotte NC
  • 8 employees
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Company Overview

Website
byronfin.com
Phone
(704) 442-4402
Employees
8
Founded in
1986
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$1B

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Recent News & Media

U.S. private equity firms circling CI Financial with potential for privatization, sources say

  • Nov 24, 2024
  • theglobeandmail.com

CI Financial Reports Record Financial Results for the Third Quarter

  • Nov 14, 2024
  • businesswire.com

Corient Acquires Emerald Multi-Family Office and Byron Financial

  • Aug 30, 2024
  • imdealsblog.sewkis.com

As CI Financial tops $500-billion in assets, investors’ worries ease

  • Aug 19, 2024
  • theglobeandmail.com

CI Financial Reports Total Assets of $511.3 Billion for July 2024

  • Aug 19, 2024
  • businesswire.com

Josh Mayor, CPA/PFS, CFP - Partner, Wealth Advisor - Corient

  • Aug 14, 2024
  • linkedin.com

Byron Financial LLC Industry Tags

Asset Management
Wealth Transfer Planning
Ultra High Net Worth Clients
Trust Services
Life Insurance Planning
Charitable Planning
Bank Consulting
Tax Consulting
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1M 13 New York, NY 2015
1M 4 Woburn, MA
1M 5 New York, NY 2008
1M 8 Plano, TX 2014
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FAQ

What is the location of Byron Financial LLC's headquarters?
The headquarters of Byron Financial LLC are situated at 6100 Fairview Rd Ste 1150, Charlotte NC
What is Byron Financial LLC's phone number?
Byron Financial LLC's contact number is (704) 442-4402.
What is Byron Financial LLC's official website?
The official website of Byron Financial LLC can be found at byronfin.com.
What is Byron Financial LLC's current revenue?
As of October 2019, Byron Financial LLC's annual revenue reached $1B.
How many employees does Byron Financial LLC currently have?
Byron Financial LLC employs approximately 8+ people as of October 2019
Which industries is Byron Financial LLC primarily operating in?
Byron Financial LLC operates in the following industries: Credit, Finance
What are Byron Financial LLC's industry tags?
Byron Financial LLC's industry tags include: Asset Management, Wealth Transfer Planning, Ultra High Net Worth Clients
When was Byron Financial LLC founded?
Byron Financial LLC was founded in 1986.

Employee Directory

Key Employees

Alex Satterfield

Chief Operating Officer

Phone Email

Liz Sumner

Marketing Coordinator

Phone Email