Summary

Asset Wealth Management

Founded in 1981

Description

AWM offers FIXED annuities only, from over 30 leading carriers, including fixed, equity indexed and immediate annuities. Our trained Licensed Account Managers will provide you with full support and prompt, expert knowledge to help build your annuity business. AWM provides the following services to assist you: Product Information including current interest and cap rates, available by contacting us. Product Education & Recommendations where we can help you understand annuities in general, a specific product, as well as work with you to select the appropriate annuities for your clients Product Training through use of webinars, workshops and on line training materials Annuity Quotes and index illustrations. Marketing Support including product materials, applications, calculators, contracting, etc. Tools and Sales Ideas to help you build your business. Regular Communications by telephone and e-mail to keep you informed of product and industry developments, important updates and sales ideas. Application Processing and Case Status for those annuity applications sent through AWM, we will "scrub" the applications and follow up to ensure cases are paid promptly. We specialize in EIA's with a 5% or 10% Premium Bonus, guaranteed income for life without annuitizing, 10 year walk away and check book access. Call now for details and ask how multiple index strategies can maximize growth potential.

Strengths

  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average

Weaknesses

  • Asset Wealth Management has a very small market share in their industry
  • Revenue generated per employee is less than the industry average

Annual Revenue

Asset Wealth Management's annual revenue

$2391000

Based on Kona Equity data

  • Revenue per employee

    $199250

  • Variance of revenue growth

    0.04

  • Annual revenue growth since founding

    $55604

  • Revenue growth rate from first known quarter to current

    28.2%

Employee Count

12 employees

  • Employee growth rate from first known quarter to current

    17.6%

Executives

Craig Kamijima

Vice President, Marketing

c**@assetwm.com

Karen Patching

Director

k**@assetwm.com

Audrey Hoffman

Life Marketing Consultant

a**@assetwm.com

Will Blankley

Asset Wealth Management

w**@assetwm.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.

  • 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.
  • G5 Variance of revenue growth is less than the industry average

Location

601 North Congress Ave. Ste. 431 
Delray Beach, FL  33445

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Key Information

  • SIC: 62
  • NAICS: 523; 52
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 Asset Wealth Management.

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Frequently Asked Questions

Where is Asset Wealth Management located?

Asset Wealth Management's headquarters are located at 601 North Congress Ave. Ste. 431  Delray Beach, FL  33445.


What is Asset Wealth Management's official website?

Asset Wealth Management's official website is assetwm.com


What is Asset Wealth Management's revenue?

Asset Wealth Management's annual revenue is $2.4 M.


What is Asset Wealth Management's SIC code?

Asset Wealth Management's SIC: 62


What is Asset Wealth Management's NAICS code?

Asset Wealth Management's NAICS: 523; 52.


How many employees does Asset Wealth Management's have?

Asset Wealth Management has 12 employees

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