Summary
Bollin Wealth Management
Founded in 2004
Description
Bollin Wealth Management provides comprehensive wealth management solutions for all of your needs. Whether you need an independent financial planner to help you determine whether you are on the right track, or you require more "hands-on" help from a Registered Investment Advisor, Bollin Wealth Management has the expertise to help you achieve all of your financial goals.
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.comPhillip Bollin
President & Certified Financial Planner
p**@bollinwealth.comJoseph Balas
Advisor
j**@bollinwealth.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.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
Location
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Key Information
- Name: Bollin Wealth Management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
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By City Perrysburg Small Financial planner in Perrysburg Mid-size Financial planner in Perrysburg
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By State OH Small companies in OH Small Financial planner in OH Mid-size Financial planner in OH
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By Industry Financial planner Small Financial planner Mid-size Financial planner
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Firmographic data G Score of 2 Founded in 2004 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Bollin Wealth Management's headquarters are located at STE B Perrysburg, OH 43551.
Bollin Wealth Management's official website is bollinwealth.com
Bollin Wealth Management's annual revenue is $1.3 M.
Bollin Wealth Management's SIC: 62; 628
Bollin Wealth Management's NAICS: 52; 523.
Bollin Wealth Management has 5 employees
