Summary
Bay Harbor Wealth Management
Founded in 2011
Description
Bay Harbor Wealth Management is a financial advisory firm that specializes in retirement income planning. They help people in or nearing retirement create strategies to ensure their retirement income lasts as long as they do. The company offers fiducia...
Strengths
- Revenue generated per employee is greater than industry average
- Since Bay Harbor Wealth Management was founded, the company has grown faster than the industry average
Weaknesses
- Bay Harbor Wealth Management has a very small market share in their industry
Annual Revenue
Bay Harbor Wealth Management's annual revenue
$1237000
Based on Kona Equity data
-
Revenue per employee
$247400
-
Annual revenue growth since founding
$95153
Employee Count
5 employees
Executives
Lance Scott
President & Financial Advisor
l**@bayharborwealth.comJohn Moran
Associate Wealth Advisor
j**@bayharborwealth.comLauren Swann
Director, Business Operations, Compliance
l**@bayharborwealth.comAndrew Anthony
Wealth Management Advisor
a**@bayharborwealth.comG Score - 2
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.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Bay Harbor Wealth Management
- Category: Investment management
- Industry: Financial Advisor
- SIC: 62; 628
- NAICS: 52; 523
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By City Hunt Valley Small Financial Advisor in Hunt Valley Mid-size Financial Advisor in Hunt Valley Investment management in Hunt Valley Small Investment management in Hunt Valley Mid-size Investment management in Hunt Valley
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By State MD Small companies in MD Investment management in MD Small Investment management in MD Mid-size Investment management in MD Small Financial Advisor in MD Mid-size Financial Advisor in MD
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Firmographic data G Score of 2 Founded in 2011 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Bay Harbor Wealth Management's headquarters are located at 201 International Cir Ste 200 200 Hunt Valley, MD 21030.
Bay Harbor Wealth Management's official website is bayharborwealth.com
Bay Harbor Wealth Management's annual revenue is $1.2 M.
Bay Harbor Wealth Management's SIC: 62; 628
Bay Harbor Wealth Management's NAICS: 52; 523.
Bay Harbor Wealth Management has 5 employees
Bay Harbor Wealth Management is in the industry of Investment management.
