Summary
biltmorefamilyoffice.com
Founded in 2008
Description
Biltmore Family Office is an independent SEC registered advisor to investment orientated business owners and their families.
Strengths
- biltmorefamilyoffice.com has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since biltmorefamilyoffice.com was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
biltmorefamilyoffice.com's annual revenue
$6189000
Based on Kona Equity data
-
Revenue per employee
$386813
-
Variance of revenue growth
3.17
-
Annual revenue growth since founding
$386812
-
Revenue growth rate from first known quarter to current
-0.2%
Employee Count
16 employees
-
Employee growth rate from first known quarter to current
-9.7%
Executives
Julianne Marrie
Wealth Advisor
j**@biltmorefamilyoffice.comMichael Gregory
Head of Research
m**@biltmorefamilyoffice.comBelma Mehanovic
Partner
b**@biltmorefamilyoffice.comMark Roberts
Chief Investment Officer
m**@biltmorefamilyoffice.comDrew Russell
Portfolio Manager
d**@biltmorefamilyoffice.comJoshua Gilliard
Financial Reporting Analyst
j**@biltmorefamilyoffice.comChris Cecil
CEO
c**@biltmorefamilyoffice.comJason Roska
Partner
j**@biltmorefamilyoffice.comRael Gorelick
Head of Investments Partner
r**@biltmorefamilyoffice.comChristina Siri
Partner
c**@biltmorefamilyoffice.comKelly Gaitens
Wealth Advisor
k**@biltmorefamilyoffice.comChristopher Perkins
Wealth Advisor
c**@biltmorefamilyoffice.comAnthony Mastrogiacomo
Wealth Planning Associate
a**@biltmorefamilyoffice.comScott Mullen
Partner
s**@biltmorefamilyoffice.comNikki Gokey
Partner
n**@biltmorefamilyoffice.comPhone Office
Partner & Chief Executive Officer
p**@biltmorefamilyoffice.comFrank Schornagle
Wealth Advisor
f**@biltmorefamilyoffice.comPeter Harris
On Research Team Investment Analyst
p**@biltmorefamilyoffice.comG Score - 4
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.
- 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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
RiverGlades Family Offices
rivergladesfo.com- Founded in 2014
- Location: Naples, FL
- Annual Revenue: $3.0M
- Employees: 12
- RiverGlades Family Offices, LLC, is an SEC Registered Investment Advisor providing bespoke investment management, family wealth consulting and complementary services.
Pillar Wealth Management
pillarwm.com- Location: Walnut Creek, CA
- Annual Revenue: $1.2M
- Employees: 6
- Pillar Wealth Management is a 100% fee-based private wealth management firm that provides customized wealth management advice to high net worth individuals, families, and privately held company owners. The firm, founded by Haitham 'Hutch' E. Ashoo and ...
Tanglewood Family Office
tanglewoodfamilyoffice.com- Founded in 2005
- Location: Fredericksburg, TX
- Annual Revenue: $1.3M
- Employees: 5
Forbes Family Trust
forbesfamilytrust.com- Founded in 2009
- Location: New York City, NY
- Annual Revenue: $5.1M
- Employees: 18
- FFT Wealth Management is a multi-family office that specializes in global wealth management. With a focus on relationship building and trust, we aim to help wealthy individuals and families preserve and enhance the value of their assets. As an outsourc...
Ferndale Wealth Advisors
ferndalewealthadvisors.com- Founded in 2005
- Location: Wayzata, MN
- Annual Revenue: $1.1M
- Employees: 4
Relative Value Partners
rvpllc.com- Founded in 2004
- Location: Northbrook, IL
- Annual Revenue: $4.2M
- Employees: 17
- Relative Value Partners offers comprehensive wealth management services for high-net-worth individuals, families and institutions.
Key Information
- Name: biltmorefamilyoffice.com
- Industry: Investment Service
- SIC: 6211; 621
- NAICS: 523; 52393
See similar companies
-
By City Charlotte Small Investment Service in Charlotte Mid-size Investment Service in Charlotte
-
By State NC Small companies in NC Small Investment Service in NC Mid-size Investment Service in NC
-
By Industry Investment Service Small Investment Service Mid-size Investment Service
-
Firmographic data G Score of 4 Founded in 2008 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52393 #Brokerage #Finance
Frequently Asked Questions
biltmorefamilyoffice.com's headquarters are located at 6836 Morrison Blvd. Ste. 100 Charlotte, NC 28211.
biltmorefamilyoffice.com's official website is biltmorefamilyoffice.com
biltmorefamilyoffice.com's annual revenue is $6.2 M.
biltmorefamilyoffice.com's SIC: 6211; 621
biltmorefamilyoffice.com's NAICS: 523; 52393.
biltmorefamilyoffice.com has 16 employees
