Summary
Blakely Walters
Founded in 2009
Description
Blakely Walters is a boutique wealth management company in Tempe, Arizona serving clients across the United States. We partner with leading organizations to provide Financial Wellness programs with a lasting impact. Our mission is to create measurable,...
Strengths
- Blakely Walters 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 Blakely Walters 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
Blakely Walters's annual revenue
$3211000
Based on Kona Equity data
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Revenue per employee
$458714
-
Variance of revenue growth
0.86
-
Annual revenue growth since founding
$214066
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Revenue growth rate from first known quarter to current
57.7%
Employee Count
7 employees
-
Employee growth rate from first known quarter to current
45.5%
Executives
Valerie Fisher
Manager, Account Operations
v**@blakelywalters.comKathryn Swan
Paraplanner
k**@blakelywalters.comSloan Walters
Co-Founder & Manager, Wealth
s**@blakelywalters.comLaura Fuchs
Office Manager
l**@blakelywalters.comZachary Makawi
Manager, Wealth
z**@blakelywalters.comNathaniel Dodd
Manager, Wealth
n**@blakelywalters.comNicholas Lisle
Project Manager
n**@blakelywalters.comMatthew Lambert
Investment Advisor & Representative
m**@blakelywalters.comMichaela Karr
Administrative Assistant
m**@blakelywalters.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
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Key Information
- Name: Blakely Walters
- Category: Financial services
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52393
See similar companies
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By City Scottsdale Small Financial Planner in Scottsdale Mid-size Financial Planner in Scottsdale Financial services in Scottsdale Small Financial services in Scottsdale Mid-size Financial services in Scottsdale
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By State AZ Small companies in AZ Financial services in AZ Small Financial services in AZ Mid-size Financial services in AZ Small Financial Planner in AZ Mid-size Financial Planner in AZ
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By Category Financial services Small Financial services Mid-size Financial services
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
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Firmographic data G Score of 4 Founded in 2009 SIC: 62 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
Blakely Walters's headquarters are located at 3333 N Hayden Rd Scottsdale, AZ 85251.
Blakely Walters's official website is blakelywalters.com
Blakely Walters's annual revenue is $3.2 M.
Blakely Walters's SIC: 62
Blakely Walters's NAICS: 523; 52393.
Blakely Walters has 7 employees
Blakely Walters is in the industry of Financial services.
