Summary
Alexandria Wealth Management
Description
Alexandria Wealth Management Group is a financial advisory firm that provides complete wealth planning advice to help clients achieve their goals. With a focus on putting people first, Alexandria Wealth Management is committed to providing personalized...
Strengths
- Alexandria Wealth Management 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
Annual Revenue
Alexandria Wealth Management's annual revenue
$4059000
Based on Kona Equity data
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Revenue per employee
$338250
-
Revenue growth rate from first known quarter to current
38.6%
Employee Count
12 employees
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Employee growth rate from first known quarter to current
40.0%
Executives
Ben Walch
No Title Available
b**@alexandriawealth.caJake Lejambe
Inside Assistant
j**@alexandriawealth.caJulie Thomas
Financial Associate & Advisor
j**@alexandriawealth.caSarah Long
Reception
s**@alexandriawealth.caJodie Roe
Administrative Assistant
j**@alexandriawealth.caTaylor Davison
Branch Manager, Investment Adivsor
t**@alexandriawealth.caG 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
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Key Information
- Name: Alexandria Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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By City Calgary Small Financial Planner in Calgary Mid-size Financial Planner in Calgary Investment management in Calgary Small Investment management in Calgary Mid-size Investment management in Calgary
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Firmographic data G Score of 3 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Alexandria Wealth Management's headquarters are located at 1409 2 St. SW 2200 Calgary, Alberta T2R 0P7.
Alexandria Wealth Management's official website is alexandriawealth.ca
Alexandria Wealth Management's annual revenue is $4.1 M.
Alexandria Wealth Management's SIC: 62
Alexandria Wealth Management's NAICS: 523; 52.
Alexandria Wealth Management has 12 employees
Alexandria Wealth Management is in the industry of Investment management.
