Logan Wealth Management
Logan Wealth Management is an independent wealth management firm dedicated to growing and managing your financial assets. We strive to provide our clients with exceptional, highly personalized service, and have a wealth of knowledge to help you achieve financial success. At Logan Wealth Management, you’re not just a client. What does this mean? It means we endeavour to have a complete understanding of your goals. It means our commitment to earn your trust is paramount. It means we’re together with you for the long term. We create custom portfolios for our clients, specifically tailored to match their unique situation and goals. Each client is an individual with distinctive needs whose portfolio ought to match those needs. Our clients are high-net-worth individuals and families, not-for-profit companies, and professional associations. They are professionals, entrepreneurs, people who are retired, or still building their wealth. Our clients have worked hard for their money and wish to provide a secure future for themselves and their families.
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Verified contacts
6
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- SM
Sanjay Makkar
Associate Portfolio Manager · Finance & Accounting
EmailPhone - MF
Matthew Foglia
Portfolio Operations & Client Service Associate · Other
EmailPhone - MG
Malcolm Gilroy
Board Member · General Business & Management
EmailPhone - NS
Novlette Simpson
Chief Compliance Officer · Other
EmailPhone - TL
Tim Logan
President · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Logan Wealth Management
5 distinct titles indexed · top 5 shown.
- 1associate portfolio manager
- 1board member
- 1chief compliance officer
- 1portfolio operations & client service associate
- 1president
Sign up to unlock all 6 contacts at Logan Wealth Management
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