Insights

Niche Market Focus Financial & Investment Management Advisors, Inc. specializes in comprehensive, unbiased financial planning and investment management for high-net-worth clients, presenting an opportunity to offer premium financial products and personalized services tailored to affluent investors.

Strong Industry Position With over 35 years of experience and a registered investment advisor status, the company demonstrates stability and trustworthiness, making it an appealing client for partnership or service expansion within the financial services sector.

Recent Investment Activity The company's recent $232,000 investment in Intuit signals a proactive approach to strategic investment opportunities, indicating openness to new financial solutions, technology tools, or investment products that could benefit their portfolio.

Mid-Sized Market Presence Though smaller than industry giants, with 11-50 employees and annual revenues between 25 and 50 million dollars, the firm offers personalized services and may be interested in scalable solutions, technology upgrades, or operational efficiencies.

Technology Stack Insights Utilization of diverse digital tools including Bootstrap, PHP, and Google APIs suggests that the firm values modern digital infrastructure, opening opportunities for tech-driven financial solutions, CRM software, or cybersecurity services tailored for financial advisors.

Similar companies to Financial & Investment Management Advisors, Inc.

Financial & Investment Management Advisors, Inc. Tech Stack

Financial & Investment Management Advisors, Inc. uses 8 technology products and services including Moat, Google Hosted Libraries, Google Fonts API, and more. Explore Financial & Investment Management Advisors, Inc.'s tech stack below.

Moat
Analytics
Google Hosted Libraries
Content Delivery Network
Google Fonts API
Font Scripts
jQuery Migrate
Javascript Libraries
PHP
Programming Languages
HSTS
Security
Bootstrap
UI Frameworks
Contact Form 7
Web Platform Extensions

Media & News

Beam Wealth Advisors Inc. invests into Intuit, Inc. $232K.
Beam Wealth Advisors Inc. makes new $232,000 investment in Intuit Inc. (NASDAQ:INTU).
Apr 17, 2024 | slatersentinel.com

Financial & Investment Management Advisors, Inc.'s Email Address Formats

Financial & Investment Management Advisors, Inc. uses at least 2 format(s):

Financial & Investment Management Advisors, Inc. Email Formats	Example	Percentage
FLast@fimadvisors.com	JDoe@fimadvisors.com	78%
First@fimadvisors.com	John@fimadvisors.com	11%
Last.First@fimadvisors.com	Doe.John@fimadvisors.com	11%
FLast@beamwealth.com	JDoe@beamwealth.com	100%

Frequently Asked Questions

Where is Financial & Investment Management Advisors, Inc.'s headquarters located?

Financial & Investment Management Advisors, Inc.'s main headquarters is located at 72096 Ramos Avenue, Suite d. The company has employees across 2 continents, including North AmericaEurope.

What is Financial & Investment Management Advisors, Inc.'s phone number?

You can contact Financial & Investment Management Advisors, Inc.'s main corporate office by phone at

+1-985-893-****

. 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 Financial & Investment Management Advisors, Inc.'s official website and social media links?

Financial & Investment Management Advisors, Inc.'s official website is beamwealth.com and has social profiles on LinkedIn.

What is Financial & Investment Management Advisors, Inc.'s NAICS code?

Financial & Investment Management Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Financial & Investment Management Advisors, Inc. have currently?

As of December 2025, Financial & Investment Management Advisors, Inc. has approximately 37 employees across 2 continents, including North AmericaEurope. Key team members include Chief Information Officer: S. B.Chief Compliance Officer: A. B.Partner: B. G.. Explore Financial & Investment Management Advisors, Inc.'s employee directory with LeadIQ.

What industry does Financial & Investment Management Advisors, Inc. belong to?

Financial & Investment Management Advisors, Inc. operates in the Financial Services industry.

What technology does Financial & Investment Management Advisors, Inc. use?

Financial & Investment Management Advisors, Inc.'s tech stack includes MoatGoogle Hosted LibrariesGoogle Fonts APIjQuery MigratePHPHSTSBootstrapContact Form 7.

What is Financial & Investment Management Advisors, Inc.'s email format?

Financial & Investment Management Advisors, Inc.'s email format typically follows the pattern of FLast@fimadvisors.com. Find more Financial & Investment Management Advisors, Inc. email formats with LeadIQ.

Financial & Investment Management Advisors, Inc.

Financial ServicesLouisiana, United States11-50 Employees

For more than 35 years, we’ve served the financial needs of clients seeking personal, comprehensive financial planning and investment management that relies on clear, thorough and unbiased guidance from experienced independent advisors.

A Registered Investment Advisor

Please see www.beamwealth.com for full disclosures. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.