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
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Revenue per employee
$199250
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Variance of revenue growth
0.04
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Annual revenue growth since founding
$55604
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Revenue growth rate from first known quarter to current
28.2%
Employee Count
12 employees
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Employee growth rate from first known quarter to current
17.6%
Executives
Craig Kamijima
Vice President, Marketing
c**@assetwm.comKaren Patching
Director
k**@assetwm.comAudrey Hoffman
Life Marketing Consultant
a**@assetwm.comWill Blankley
Asset Wealth Management
w**@assetwm.comG 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
Unlock unlimited leads
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Key Information
- Name: Asset Wealth Management
- Industry: Marketing Consultant
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 3 Founded in 1981 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Asset Wealth Management's headquarters are located at 601 North Congress Ave. Ste. 431 Delray Beach, FL 33445.
Asset Wealth Management's official website is assetwm.com
Asset Wealth Management's annual revenue is $2.4 M.
Asset Wealth Management's SIC: 62
Asset Wealth Management's NAICS: 523; 52.
Asset Wealth Management has 12 employees