Summary
Abbrea Capital
Founded in 2015
Description
Abbrea Capital, LLC provides investment advisory services. The Company offers financial planning and portfolio management services, as well as invests in equity and debt securities. Abbrea Capital serves high net worth individuals, institutions, trusts, endowments, and employee benefit plans.
Strengths
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Abbrea Capital was founded, the company has grown faster than the industry average
Weaknesses
- Abbrea Capital has a very small market share in their industry
- Revenue generated per employee is less than the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Abbrea Capital's annual revenue
$1433000
Based on Kona Equity data
-
Revenue per employee
$238833
-
Variance of revenue growth
1.47
-
Annual revenue growth since founding
$159222
-
Revenue growth rate from first known quarter to current
9.5%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
333.3%
Executives
Bill Hageboeck
Managing Director
b**@abbrea.comWilliam Osher
Chief Investment Officer
w**@abbrea.comMilena Price
Client Service Associate
m**@abbrea.comDavid Hudson
Principal, Co-Founder
d**@abbrea.comAllison Black
Director, Client Services
a**@abbrea.comSteven Cutcliffe
CEO
s**@abbrea.comG Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Abbrea Capital
- Industry: Investment Service
See similar companies
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By City Sausalito Small Investment Service in Sausalito Mid-size Investment Service in Sausalito
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By State CA Small companies in CA Small Investment Service in CA Mid-size Investment Service in CA
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By Industry Investment Service Small Investment Service Mid-size Investment Service
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Firmographic data G Score of 3 Founded in 2015
Frequently Asked Questions
Abbrea Capital's headquarters are located at 3 Harbor Dr., Ste. 213 Sausalito, CA 94965.
Abbrea Capital's official website is abbrea.com
Abbrea Capital's annual revenue is $1.4 M.
Abbrea Capital has 6 employees
