Insights

Acquisition by BDO USA Biegel Waller Investment Advisory Services was recently acquired by BDO USA, indicating potential operational changes and integration opportunities that can be leveraged for cross-selling financial services to a wider client base.

Technologically Advanced Utilizing a tech stack including Squarespace, Webpack, and Modernizr, Biegel Waller Investment Advisory demonstrates a commitment to leveraging technology to enhance service delivery and client interactions, presenting an opportunity for technology-focused service offerings or partnerships.

Mid-sized Financial Advisory Firm With a team size between 11-50 employees and revenue in the range of $0-$10M, Biegel Waller Investment Advisory represents a mid-sized firm, ideal for tailored financial solutions, personalized service, and potential collaboration for large-scale financial projects or wealth management services.

Elite Client Base Specializing in serving high net worth clients with custom financial solutions, Biegel Waller Investment Advisory has a client base that presents opportunities for providing upscale financial services, estate planning, and investment management strategies tailored to affluent individuals.

Competitive Benchmarking Comparison with similar companies such as Charles Schwab, Fidelity Investments, and Morgan Stanley Wealth Management can provide insights for competitive positioning strategies, market differentiators, and targeted sales approaches to effectively position Biegel Waller Investment Advisory in the financial services landscape.

Similar companies to Biegel Waller Investment Advisory Services

Biegel Waller Investment Advisory Services Tech Stack

Biegel Waller Investment Advisory Services uses 7 technology products and services including Squarespace, Webpack, Modernizr, and more. Explore Biegel Waller Investment Advisory Services's tech stack below.

Squarespace
Content Management System
Webpack
Development
Modernizr
Javascript Libraries
Lua
Programming Languages
Adobe Fonts
Web Fonts
OpenResty
Web Servers
Nginx
Web Servers

Media & News

BDO USA, Llp acquired Biegelwaller on Jan 1st '20.
BDO USA completed its acquisition of Biegel Waller Investment Advisory Services on Jan. 1, according to BDO.
Jan 14, 2020 | www.wealthmanagement.com

Biegel Waller Investment Advisory Services's Email Address Formats

Biegel Waller Investment Advisory Services uses at least 3 format(s):

Biegel Waller Investment Advisory Services Email Formats	Example	Percentage
FLast@biegelwallerllp.com	JDoe@biegelwallerllp.com	100%
FLast@biegelwallertax.com	JDoe@biegelwallertax.com	100%
FLast@biegelwaller.com	JDoe@biegelwaller.com	43%
Last@biegelwaller.com	Doe@biegelwaller.com	9%
First.Last@biegelwaller.com	John.Doe@biegelwaller.com	5%
FLast@biegelwaller.com	JDoe@biegelwaller.com	43%

Frequently Asked Questions

Where is Biegel Waller Investment Advisory Services's headquarters located?

Biegel Waller Investment Advisory Services's main headquarters is located at 10211 Wincopin Circle Suite 300 Columbia, Maryland 21044 US. The company has employees across 2 continents, including North AmericaEurope.

What is Biegel Waller Investment Advisory Services's phone number?

You can contact Biegel Waller Investment Advisory Services's main corporate office by phone at

+1-410-997-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Biegel Waller Investment Advisory Services's official website and social media links?

Biegel Waller Investment Advisory Services's official website is biegelwaller.com and has social profiles on LinkedIn.

How much revenue does Biegel Waller Investment Advisory Services generate?

As of August 2019, Biegel Waller Investment Advisory Services's annual revenue reached $1.1M.

What is Biegel Waller Investment Advisory Services's NAICS code?

Biegel Waller Investment Advisory Services's NAICS code is 541211 - Offices of Certified Public Accountants.

How many employees does Biegel Waller Investment Advisory Services have currently?

As of August 2019, Biegel Waller Investment Advisory Services has approximately 15 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Of Government Affairs: T. B.Owner / Opperator: D. W.Managing Director: D. B.. Explore Biegel Waller Investment Advisory Services's employee directory with LeadIQ.

What industry does Biegel Waller Investment Advisory Services belong to?

Biegel Waller Investment Advisory Services operates in the Financial Services industry.

What technology does Biegel Waller Investment Advisory Services use?

Biegel Waller Investment Advisory Services's tech stack includes SquarespaceWebpackModernizrLuaAdobe FontsOpenRestyNginx.

What is Biegel Waller Investment Advisory Services's email format?

Biegel Waller Investment Advisory Services's email format typically follows the pattern of . Find more Biegel Waller Investment Advisory Services email formats with LeadIQ.

When was Biegel Waller Investment Advisory Services founded?

Biegel Waller Investment Advisory Services was founded in 1998.

Biegel Waller Investment Advisory Services

Financial ServicesMaryland, United States11-50 Employees

Biegel Waller Investment Advisory is an independent, privately held financial advisory firm serving high net worth clients. We develop, implement and oversee customized financial solutions to address the needs and concerns of our diverse client base.  

We deliver peace of mind to our clients though a clear and thoughtful approach to financial planning and an investment management process focused on delivering long-term, risk managed returns consistent with that plan.  

Our unbiased, client-centric service model focuses on independent research, customized solutions and exceptional client service.