Socium Advisors
Financial Services • 
8484 Westpark Dr, Suite 700, United States • 51-100 Employees
Company overview
| Headquarters | 8484 Westpark Dr, Suite 700, McLean, Virginia 22102, US |
| Phone number | +1532024797 |
| Website | |
| NAICS | 52 |
| Keywords | Estate Planning, Wealth Management, Investment Services, Risk Planning, Tax Strategy |
| Founded | 1991 |
| Employees | 51-100 |
| Socials |
Key Contacts at Socium Advisors
Scott Underwood
Founder & Ceo
Jamie Schneider
Director Of People
Ivee Mcsweeney
Director Of Operations
Socium Advisors Email Formats
Socium Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 97.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@nm.com | 97.9% |
{first name}.{last name} | john.doe@nm.com | 2.1% |
About Socium Advisors
Socium (n) – partner, ally At Socium, we derive our name from what we care about the most: building genuine partnership. To us, this extends far beyond meetings or business transactions. From outcome-based planning, to sufficient risk protection, to long-term goal funding, we’re passionate about paving the way to prosperous futures for our clients and mutual accountability along the way. Together, our in-house team and network of national affiliates combine decades of industry experience with a diverse set of skills to ensure that the ways we serve our clients reflect their intentions, input, and needs. Our comprehensive approach focuses on seven interconnected components, all of which are vital to a complete financial blueprint. This approach allows our clients to have the best experience in every area from one cohesive source.
Socium Advisors revenue & valuation
| Annual revenue | $4,619,970 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $14,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Socium Advisors has 27 employees across 8 departments.
Departments
Number of employees
Funding Data
Socium Advisors has never raised funding before.
Socium Advisors Tech Stack
Discover the technologies and tools that power Socium Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
Segmentation
JavaScript frameworks
RUM
Miscellaneous
JavaScript libraries
A/B Testing
Advertising
Analytics
Advertising
Advertising
Miscellaneous
Germany
Australia
Ireland
Belgium
United Kingdom
Frequently asked questions
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