Summary

Bollin Wealth Management

Founded in 2004

Description

Bollin Wealth Management is a registered investment adviser and certified financial planner that offers fee-only investment advisory and financial planning services. They provide comprehensive wealth management solutions under the fiduciary standard of...

Strengths

  • Bollin Wealth Management has a strong market share in their industry
  • Revenue generated per employee is greater than industry average

Weaknesses

  • Since Bollin Wealth Management was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Bollin Wealth Management's annual revenue

$1298000

Based on Kona Equity data

  • Revenue per employee

    $259600

  • Annual revenue growth since founding

    $64900

Employee Count

5 employees

Executives

Christina Simon

Client Relationship Manager

c**@bollinwealth.com

Phillip Bollin

President & Certified Financial Planner

p**@bollinwealth.com

Joseph Balas

Advisor

j**@bollinwealth.com

G 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.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.

Location

 b
Perrysburg, OH  43551

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Key Information

  • SIC: 62; 628
  • NAICS: 52; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Bollin Wealth Management.

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Frequently Asked Questions

Where is Bollin Wealth Management located?

Bollin Wealth Management's headquarters are located at  b Perrysburg, OH  43551.


What is Bollin Wealth Management's official website?

Bollin Wealth Management's official website is bollinwealth.com


What is Bollin Wealth Management's revenue?

Bollin Wealth Management's annual revenue is $1.3 M.


What is Bollin Wealth Management's SIC code?

Bollin Wealth Management's SIC: 62; 628


What is Bollin Wealth Management's NAICS code?

Bollin Wealth Management's NAICS: 52; 523.


How many employees does Bollin Wealth Management's have?

Bollin Wealth Management has 5 employees


What industry does Bollin Wealth Management belong to?

Bollin Wealth Management is in the industry of Investment management.

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