Summary
Cape Cod Wealth Strategies & Insurance Services
Description
Cape Cod Wealth Strategies & Insurance Services, LLC is a private financial and insurance firm located in Hyannis, MA. We provide a holistic wealth management approach to serve the needs of businesses and individuals. Our services include retirement pl...
Strengths
- Cape Cod Wealth Strategies & Insurance Services has a strong market share in their industry
- Since Cape Cod Wealth Strategies & Insurance Services was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Cape Cod Wealth Strategies & Insurance Services's annual revenue
$1529000
Based on Kona Equity data
-
Revenue per employee
$382250
-
Annual revenue growth since founding
$117615
Employee Count
4 employees
Executives
Jason Rogers
Investment Advisor & Representative
j**@capecodwealth.comErnest Aiguier
Associate
e**@capecodwealth.comDustin Aiguier
Certified Financial Planner
d**@capecodwealth.comAlan Melanson
Certified Financial Planner
a**@capecodwealth.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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Cape Cod Wealth Strategies & Insurance Services
- Category: Investment management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 524
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Firmographic data G Score of 2 SIC: 62 SIC: 628 NAICS: 52 NAICS: 524 #Insurance
Frequently Asked Questions
Cape Cod Wealth Strategies & Insurance Services's headquarters are located at 16 Forsythe Ave S South Yarmouth, MA 02664.
Cape Cod Wealth Strategies & Insurance Services's official website is capecodwealth.com
Cape Cod Wealth Strategies & Insurance Services's annual revenue is $1.5 M.
Cape Cod Wealth Strategies & Insurance Services's SIC: 62; 628
Cape Cod Wealth Strategies & Insurance Services's NAICS: 52; 524.
Cape Cod Wealth Strategies & Insurance Services has 4 employees
Cape Cod Wealth Strategies & Insurance Services is in the industry of Investment management.
