Summary
Asset Strategies
Founded in 2002
Description
Asset Strategies is a financial advisory firm based in Omaha and Lincoln, NE. With over 18 years of experience, our advisors specialize in providing advice on 401K, IRA, and retirement planning. We are Dave Ramsey SmartVestor Pros and offer securities ...
Strengths
- Asset Strategies has a strong market share in their industry
Weaknesses
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Since Asset Strategies was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Asset Strategies's annual revenue
$1311000
Based on Kona Equity data
-
Revenue per employee
$218500
-
Variance of revenue growth
32.56
-
Annual revenue growth since founding
$59590
-
Revenue growth rate from first known quarter to current
-78.8%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-80.6%
Executives
Rhonda Campbell
Manager, Client Services
r**@assetstrategies-ne.comAnn Younker
Client Services Assistant
a**@assetstrategies-ne.comPatty Stapleton
Member, Team
p**@assetstrategies-ne.comG Score - 1
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.
Location
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Key Information
- Name: Asset Strategies
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Omaha Small Financial Planner in Omaha Mid-size Financial Planner in Omaha Investment management in Omaha Small Investment management in Omaha Mid-size Investment management in Omaha
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By State NE Small companies in NE Investment management in NE Small Investment management in NE Mid-size Investment management in NE Small Financial Planner in NE Mid-size Financial Planner in NE
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 1 Founded in 2002 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Asset Strategies's headquarters are located at 14450 Meadows Blvd., Ste. 1 Omaha, NE 68138.
Asset Strategies's official website is assetstrategies-ne.com
Asset Strategies's annual revenue is $1.3 M.
Asset Strategies's SIC: 62
Asset Strategies's NAICS: 523; 52.
Asset Strategies has 6 employees
Asset Strategies is in the industry of Investment management.
