Summary

Advanta IRA

Founded in 2004

Description

As a self-directed IRA custodian, Advanta IRA, allows investments in real estate, private equity, gold, and all other alternative assets. Get Started Today.

Strengths

  • Advanta IRA has a strong market share in their industry
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Advanta IRA was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average

Annual Revenue

Advanta IRA's annual revenue

$4287000

Based on Kona Equity data

  • Revenue per employee

    $214350

  • Variance of revenue growth

    0.02

  • Annual revenue growth since founding

    $213950

  • Revenue growth rate from first known quarter to current

    -5.7%

Employee Count

20 employees

  • Employee growth rate from first known quarter to current

    -12.0%

Executives

Jack Callahan

Founder & Chief Executive Officer

j**@advantaira.com

Amanda Ringler

Financial Consultant

a**@advantaira.com

Brandon Hall

Director, Ira Operations

b**@advantaira.com

Monte Smith

Director, Education

m**@advantaira.com

Alex Perny

Business Development

a**@advantaira.com

Mark Merolli

Account Manager, Client

m**@advantaira.com

Malcolm Clay

Business Development Specialist

m**@advantaira.com

Savanna Kien

Accounting Associate

s**@advantaira.com

Rachael Moore

Director, Marketing

r**@advantaira.com

Deanna Distaso

Accounting Associate

d**@advantaira.com

Shelby Stokking

Administrative Assistant

s**@advantaira.com

Larissa Fowler

Director, Education

l**@advantaira.com

Larissa Greene

Director, Education

l**@advantaira.com

Tara Ledbetter

President

t**@advantaira.com

Amy Gallagher

Accounting Associate

a**@advantaira.com

Bo Koerner

Director, Operations

b**@advantaira.com

Ronald Teed

Account Manager

r**@advantaira.com

Reneika Lightbourne

Business Development Specialist

r**@advantaira.com

Debbie Blanar

Director, Business Development

d**@advantaira.com

Stephen Garcia

Account Manager, Client

s**@advantaira.com

Nicole Lobmaster

Manager, Accounting Operations

n**@advantaira.com

Karolyn Willingham

Executive Assistant

k**@advantaira.com

Jason Smith

Manager, Transactions

j**@advantaira.com

Lauren Laluzerne

Accounting Associate

l**@advantaira.com

G Score - 6

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.

  • G1 Revenue is greater than the industry median.
  • 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.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    1.13 M

  • Daily time

    0:44

  • Bounce Rate

    50.0 %

Location

13191 Starkey Rd, Ste 2 
Largo, FL  33773

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Key Information

  • SIC: 62
  • NAICS: 52399; 541
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Advanta IRA.

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Frequently Asked Questions

Where is Advanta IRA located?

Advanta IRA's headquarters are located at 13191 Starkey Rd, Ste 2  Largo, FL  33773.


What is Advanta IRA's official website?

Advanta IRA's official website is advantaira.com


What is Advanta IRA's revenue?

Advanta IRA's annual revenue is $4.3 M.


What is Advanta IRA's SIC code?

Advanta IRA's SIC: 62


What is Advanta IRA's NAICS code?

Advanta IRA's NAICS: 52399; 541.


How many employees does Advanta IRA's have?

Advanta IRA has 20 employees


What industry does Advanta IRA belong to?

Advanta IRA is in the industry of Financial services.

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