Summary
Bucks County Financial Planning Group Inc
Founded in 2013
Description
We offer investment services though a partnership with SEI. SEI, headquartered in Oaks, Pennsylvania and founded in 1968, is a respected investment manager recognized and used by many large banks, large institutions and companies. SEI currently has over $200 billion in assets which they manage for companies like Aetna, AIG, Panasonic and Mitsubishi Motors North America as well as for individuals like yourself. They also hold custody to another $257 billion in bank and client assets and provide trust company services to 9 of the 20 largest US banks.(as of 12/2011). We partner with SEI for a number of reasons: Deep bench - SEI has deep expertise with over 100 financial analysts whose full-time job is to construct and monitor portfolios for clients like you. Tax management - Special tax-managed portfolios are available if you have a strong need to manage your asset with an eye towards tax liabilities. SEI excels in their ability to manage tax exposure from their portfolios. Risk - SEI and we share a belief that one of the most important responsibilities of an investment professional is to help client limit and manage risks in financial markets, especially such as those we saw in 2008-9 when stock markets were down about 40%. Portfolios - SEI has an ongoing mutual fund company review process. They constantly evaluate these companies for performance, price, risk and other features. Mutual fund companies are routinely replaced if their performance does not match up to the required standards. SEI is also able to access a broader universe of mutual funds and pick the best among them. For instance, because of their size SEI is able to utilize mutual funds with very high minimum investments such as $25 million, which are not typically available to individual investors.
Strengths
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Bucks County Financial Planning Group Inc was founded, the company has grown faster than the industry average
Weaknesses
- Bucks County Financial Planning Group Inc has a very small market share in their industry
Annual Revenue
Bucks County Financial Planning Group Inc's annual revenue
$2158000
Based on Kona Equity data
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Revenue per employee
$431600
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Variance of revenue growth
0.03
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Annual revenue growth since founding
$196181
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Revenue growth rate from first known quarter to current
25.4%
Employee Count
5 employees
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Employee growth rate from first known quarter to current
15.8%
Executives
G Score - 5
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.
- G2 Income per employee more than industry average.
- 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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Bucks County Financial Planning Group Inc
- Category: Financial services
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 52
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Firmographic data G Score of 5 Founded in 2013 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Bucks County Financial Planning Group Inc's headquarters are located at 100 N. Westlake Blvd., Ste. 203 STE 400 Westlake Village, CA 91362.
Bucks County Financial Planning Group Inc's official website is bcfpg.com
Bucks County Financial Planning Group Inc's annual revenue is $2.2 M.
Bucks County Financial Planning Group Inc's SIC: 62; 6211
Bucks County Financial Planning Group Inc's NAICS: 523; 52.
Bucks County Financial Planning Group Inc has 5 employees
Bucks County Financial Planning Group Inc is in the industry of Financial services.