Summary
Altium Wealth Management LLC
Founded in 2010
Description
Your Wealth. Our Wisdom. One Purpose.
Strengths
- Altium Wealth Management LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Altium Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
Altium Wealth Management LLC's annual revenue
$7885000
Based on Kona Equity data
-
Revenue per employee
$231912
-
Variance of revenue growth
0.03
-
Annual revenue growth since founding
$563214
-
Revenue growth rate from first known quarter to current
23.5%
Employee Count
34 employees
-
Employee growth rate from first known quarter to current
13.5%
Executives
Robert Sypher
Chief Compliance Officer & Vice President
r**@altiumwealth.comDiane Petrocelli
At Altium Wealth Management Vice President, Client Service
d**@altiumwealth.comDavid Siegel
Vice President
d**@altiumwealth.comMichael Buonassisi
Vice President, Portfolio Management
m**@altiumwealth.comTyler Bisack
Associate Vice President
t**@altiumwealth.comGregory Slater
Chief Investment Officer
g**@altiumwealth.comLauren Coale
Vice President, Client Service
l**@altiumwealth.comMike Cirone
Portfolio Analyst
m**@altiumwealth.comShameka Miller
Client Service & Relations Associate
s**@altiumwealth.comJeffrey Perlmutter
Managing Director
j**@altiumwealth.comMitchell Brill
Managing Director, Member
m**@altiumwealth.comAndrea Contreras
Relations Vice President, Client Service
a**@altiumwealth.comJim Dowling
President
j**@altiumwealth.comAnthony Croce
Associate Vice President & Wealth Strategist
a**@altiumwealth.comMaria Bronzi
Director, Strategic Partnerships
m**@altiumwealth.comKendra Cofone
Client Service
k**@altiumwealth.comJames Giangrande
Partner
j**@altiumwealth.comAnthony Destefano
CEO
a**@altiumwealth.comMaria Basil
Manager, Business Operations
m**@altiumwealth.comTodd Levy
Managing Director
t**@altiumwealth.comDylan Curran
Vice President, Wealth Strategist
d**@altiumwealth.comBrennian Antell
Director, Wealth Planning
b**@altiumwealth.comConor Ryan
Director, Wealth Strategist
c**@altiumwealth.comG Score - 4
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.
- G2 Income per employee more than 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.
Location
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Key Information
- Name: Altium Wealth Management LLC
- Category: Professional training & coaching
- Industry: Financial Consultant
- SIC: 62
- NAICS: 523; 52393
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Firmographic data G Score of 4 Founded in 2010 SIC: 62 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
Altium Wealth Management LLC's headquarters are located at 2500 Westchester Ave., Ste. #210 Purchase, NY 10577.
Altium Wealth Management LLC's official website is altiumwealth.com
Altium Wealth Management LLC's annual revenue is $7.9 M.
Altium Wealth Management LLC's SIC: 62
Altium Wealth Management LLC's NAICS: 523; 52393.
Altium Wealth Management LLC has 34 employees
Altium Wealth Management LLC is in the industry of Professional training & coaching.
