Summary
Breakwater Wealth Management
Founded in 2015
Description
Breakwater Wealth Management is an independent wealth management firm that provides financial planning and investment management services to help families plan and manage the aspects of their financial lives.
Strengths
- Breakwater Wealth Management has a strong market share in their industry
- Since Breakwater Wealth Management was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Breakwater Wealth Management's annual revenue
$1160000
Based on Kona Equity data
-
Revenue per employee
$193333
-
Variance of revenue growth
0.32
-
Annual revenue growth since founding
$128888
-
Revenue growth rate from first known quarter to current
-82.1%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-83.3%
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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Breakwater Wealth Management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Jacksonville Small Financial Planner in Jacksonville Mid-size Financial Planner in Jacksonville
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By State FL Small companies in FL Small Financial Planner in FL Mid-size Financial Planner in FL
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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 2015 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Breakwater Wealth Management's headquarters are located at 12058 San Jose Blvd. Ste. 503 Jacksonville, FL 32223.
Breakwater Wealth Management's official website is breakwaterwm.com
Breakwater Wealth Management's annual revenue is $1.2 M.
Breakwater Wealth Management's SIC: 62
Breakwater Wealth Management's NAICS: 523; 52.
Breakwater Wealth Management has 6 employees
