Summary
Aspen Wealth Management
Description
Aspen is an investment firm that helps people with financial planning for retirement and with managing their investments to achieve those retirement plans
Strengths
- Aspen Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Aspen Wealth Management's annual revenue
$5009000
Based on Kona Equity data
-
Revenue per employee
$500900
-
Variance of revenue growth
8.76
-
Annual revenue growth since founding
$208708
-
Revenue growth rate from first known quarter to current
-7.2%
Employee Count
10 employees
-
Employee growth rate from first known quarter to current
-14.8%
Executives
Trevor Holsinger
President
t**@aspenwealth.comJane Rayko-Smith
Chief Information Officer
j**@aspenwealth.comStephen Small
Chief Compliance Officer
s**@aspenwealth.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.
- 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
Unlock unlimited leads
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Key Information
- Name: Aspen Wealth Management
- Category: Consumer services
- Industry: Financial Planner
- NAICS: 522; 522310
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 Aspen Wealth Management.
See similar companies
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By City Overland Park Small Financial Planner in Overland Park Mid-size Financial Planner in Overland Park Consumer services in Overland Park Small Consumer services in Overland Park Mid-size Consumer services in Overland Park
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By State KS Small companies in KS Consumer services in KS Small Consumer services in KS Mid-size Consumer services in KS Small Financial Planner in KS Mid-size Financial Planner in KS
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By Category Consumer services Small Consumer services Mid-size Consumer services
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Consumer services and Financial Planner
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Firmographic data G Score of 4 NAICS: 522 NAICS: 522310 #Investment Banking #Finance
Frequently Asked Questions
Where is Aspen Wealth Management located?
Aspen Wealth Management's headquarters are located at 9300 W 110th St, Ste 680 Overland Park, KS 66210.
What is Aspen Wealth Management's official website?
Aspen Wealth Management's official website is aspenwealth.com
What is Aspen Wealth Management's revenue?
Aspen Wealth Management's annual revenue is $5.0 M.
What is Aspen Wealth Management's NAICS code?
Aspen Wealth Management's NAICS: 522; 522310.
How many employees does Aspen Wealth Management's have?
Aspen Wealth Management has 10 employees
What industry does Aspen Wealth Management belong to?
Aspen Wealth Management is in the industry of Consumer services.
