Summary
Bartholomew
Founded in 1994
Description
Bartholomew & Company, Inc. is a premier financial services firm that offers comprehensive planning services and a conservative investment philosophy. They provide financial strategies for individuals, businesses, governments, and institutions. Their e...
Strengths
- Bartholomew 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
- Revenue growth is more steady than the industry average
- Since Bartholomew was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Annual Revenue
Bartholomew's annual revenue
$6635000
Based on Kona Equity data
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Revenue per employee
$265400
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Variance of revenue growth
0.04
-
Annual revenue growth since founding
$221166
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Revenue growth rate from first known quarter to current
50.8%
Employee Count
25 employees
-
Employee growth rate from first known quarter to current
36.4%
Executives
Brian Jamros
Vice President
b**@bartandco.comAlexander Bartholomew
Senior Vice President, Chief Information Officer
a**@bartandco.comMegan Granger
Chief Financial Officer
m**@bartandco.comSusan Kelley
Vice President
s**@bartandco.comThomas Bartholomew
President
t**@bartandco.comSuzanne Pisinski
Manager, Marketing
s**@bartandco.comJoshua Paul
Senior Vice President
j**@bartandco.comDoris Huard
Vice President, Private Wealth Management
d**@bartandco.comPeter Mcmanus
Vice President, Private Wealth Management
p**@bartandco.comNancy Scott
Vice President, Private Wealth Management
n**@bartandco.comDory Huard
Vice President
d**@bartandco.comJennifer Moran
Vice President, Private Wealth Management
j**@bartandco.comDavid Eckstein
Chief Financial Officer
d**@bartandco.comRandall Surface
Project Manager
r**@bartandco.comJames Cushman
Vice President, Private Wealth Management and Director of Business Development
j**@bartandco.comHelene Heras
Class I, Division
h**@bartandco.comLori Cravens
Administrative Assistant
l**@bartandco.comJohn Bartholemew
Self Employed
j**@bartandco.comPaul Sciarra
Account Executive
p**@bartandco.comRegina Pranckevicius
Registered Sales Assistant
r**@bartandco.comJohn Moran
Vice President, Private Wealth Management
j**@bartandco.comChristopher Davies
Vice President
c**@bartandco.comKathleen Glowacki
Director
k**@bartandco.comSylvia Luster
Client Service Associate
s**@bartandco.comGina Thompson
Supervisor, Medical Unit
g**@bartandco.comMichelle Newcomb
Vice President, Government and Institutional Division
m**@bartandco.comG Score - 7
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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
2 M
Location
Unlock unlimited leads
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Key Information
- Name: Bartholomew
- Category: Investment management
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52311
See similar companies
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By City Worcester Small Financial Planner in Worcester Mid-size Financial Planner in Worcester Investment management in Worcester Small Investment management in Worcester Mid-size Investment management in Worcester
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By State MA Small companies in MA Investment management in MA Small Investment management in MA Mid-size Investment management in MA Small Financial Planner in MA Mid-size Financial Planner in MA
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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 7 Founded in 1994 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52311 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Bartholomew's headquarters are located at 370 Main St, Ste 1000 1000 Worcester, MA 01608.
Bartholomew's official website is bartandco.com
Bartholomew's annual revenue is $6.6 M.
Bartholomew's SIC: 6211; 621
Bartholomew's NAICS: 523; 52311.
Bartholomew has 25 employees
Bartholomew is in the industry of Investment management.
