Summary

Advisors Capital Management LLC

Founded in 1998

Description

Advisors Capital is a portfolio manager that offers tailored portfolio management solutions to meet the unique financial objectives of clients. They work closely with investment advisors to create personalized solutions and provide clients with the mos...

Strengths

  • Advisors Capital Management LLC 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

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Variance of revenue growth is more than the industry average
  • Since Advisors Capital Management LLC was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Advisors Capital Management LLC's annual revenue

$7479000

Based on Kona Equity data

  • Revenue per employee

    $299160

  • Variance of revenue growth

    0.14

  • Annual revenue growth since founding

    $287653

  • Revenue growth rate from first known quarter to current

    78.5%

Employee Count

25 employees

  • Employee growth rate from first known quarter to current

    65.2%

Executives

Tatrick Hanratty

Vice President

t**@advisorscapital.com

Lisa Loeffel

Operations Associate

l**@advisorscapital.com

Kevin Strauss

Managing Director& Partner

k**@advisorscapital.com

Mark Opila

Senior Vice President

m**@advisorscapital.com

Andrew Funovits

Associate Trader

a**@advisorscapital.com

Julia Todoric

Director, Wholesale Operations

j**@advisorscapital.com

Kathleen Sanzari

Operations Associate

k**@advisorscapital.com

Garrett Schwartzberg

Operations Associate

g**@advisorscapital.com

Vincent Mattone

Wealth Advisor

v**@advisorscapital.com

Judd Lasater

Regional VP

j**@advisorscapital.com

James Cullen

Chief Compliance Officer

j**@advisorscapital.com

Mike Brodie

Regional VP

m**@advisorscapital.com

Claire Comerford

Senior Director, Investment Products & Sales

c**@advisorscapital.com

Charles Lieberman

Chief Investment Officer & Managing Partner

c**@advisorscapital.com

Jeffrey Deiss

Director, Wealth Planning

j**@advisorscapital.com

David Ruff

Senior Portfolio Manager

d**@advisorscapital.com

Harry Delaney

Wealth Advisor & Regional VP

h**@advisorscapital.com

Nathan Thomsen

Director, Business Development & Wealth Advisor

n**@advisorscapital.com

Jeremy Lieberman

Partner

j**@advisorscapital.com

Karen Loschiavo

Director, Private Client Services

k**@advisorscapital.com

Christina Rau

Internal Wholesaler

c**@advisorscapital.com

Michael Lieberman

Partner

m**@advisorscapital.com

Aaron Robinson

Wealth Advisor

a**@advisorscapital.com

Kenneth Deane

External Wholesaler

k**@advisorscapital.com

Matthew Terzian

Senior Manager, Wealth

m**@advisorscapital.com

Allyson Shore

Manager, Social Media

a**@advisorscapital.com

G 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.

  • 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.

Location

10 Wilsey Sq. Ste. 200 
Ridgewood, NJ  07450

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Key Information

  • SIC: 6211; 621
  • NAICS: 523; 52393
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 Advisors Capital Management LLC.

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Frequently Asked Questions

Where is Advisors Capital Management LLC located?

Advisors Capital Management LLC's headquarters are located at 10 Wilsey Sq. Ste. 200  Ridgewood, NJ  07450.


What is Advisors Capital Management LLC's official website?

Advisors Capital Management LLC's official website is advisorscapital.com


What is Advisors Capital Management LLC's revenue?

Advisors Capital Management LLC's annual revenue is $7.5 M.


What is Advisors Capital Management LLC's SIC code?

Advisors Capital Management LLC's SIC: 6211; 621


What is Advisors Capital Management LLC's NAICS code?

Advisors Capital Management LLC's NAICS: 523; 52393.


How many employees does Advisors Capital Management LLC's have?

Advisors Capital Management LLC has 25 employees


What industry does Advisors Capital Management LLC belong to?

Advisors Capital Management LLC is in the industry of Investment management.

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