Annmarie Depoian
UEI: C6QSBUHJNVK9
• CAGE: 995Z2
• DBA: DEPOIAN TEAM
• SBA Certs:
WOSB
EDWOSB
Overview
Awardee Type
Parent
Federal Capability Statement
As a Registered Investment Advisor AnnMarie and the Depoian Team has
over 20 years of experience providing Investment Advisory Services,
Financial Resources & Written Financial Plans to Private and Public Sector
Clients as well as Individuals. We expose strengths & weaknesses of
current plans, We Research & Explain Best Options & Choices for clients
to achieve their goals.
Our partner companies represent nationally recognized brands with
excellent ratings and reputations such as:
Fidelity, American Funds, Invesco, AIG, Lincoln Financial, Brighthouse
Financial, AXA/Equitable-plus 15 other Investment Providers
LegalShield & ID Theft
20 National Auto & Home & Business Insurers
easyMedicare-Represents All National Medicare Plans
Vivint Home Security
Together we provide Financial Solutions that our clients trust and rely on.
Keywords
Teaching, Financial, Leadership, Education, Programs, Workshops, Financial Advisor, HR, Employee, Support, Professional Development, Wealth Management, Wellness, Human Resources, EAP, Benefits, Insurance
SBA Special Equipment
none
Website
Headquarters
Rochester, NY
United States
United States
Federal recipient
ANNMARIE DEPOIAN
dba DEPOIAN TEAM
(UEI C6QSBUHJNVK9, CAGE 995Z2)
is headquartered in Rochester NY.
Its primary registered NAICS is 523940 Portfolio Management and Investment Advice.
The sole proprietorship
was founded in January 2016 and
federally registered in
February 2022.
Federal Registration and Certifications
Legal Name
ANNMARIE DEPOIAN
DBA
DEPOIAN TEAM
Division Name
DEPOIAN TEAM
UEI
C6QSBUHJNVK9
CAGE Code
995Z2
Primary NAICS
SBA Certifications
WOSB Certification (Nov. 7, 2022)
EDWOSB Certification (Nov. 7, 2022)
EDWOSB Certification (Nov. 7, 2022)
Self Certifications
DOT Certified Disadvantaged Business Enterprise (DBE)
Joint Venture Economically Disadvantaged Women Small Owned Business
Joint Venture Women Owned Small Business
Woman Owned Business
Woman Owned Small Business
Joint Venture Economically Disadvantaged Women Small Owned Business
Joint Venture Women Owned Small Business
Woman Owned Business
Woman Owned Small Business
Entity Structure
Sole Proprietorship
Purpose of Registration
Federal Contracts and Assistance
Date Founded
Jan. 5, 2016
Initial Registration
Feb. 9, 2022
Last Registration
July 8, 2024
Registration Activation
July 8, 2024
Registration Expiration
July 4, 2025
Fiscal Year End
December 31
Reported Entity Types
For Profit Organization
State of Incorporation
NY
Country of Incorporation
USA
Employees
<500
Reported NAICS
Reported PSC
Accepts Credit Cards
No