Summary
Capital Planning LLC
Founded in 2003
Description
Capital Planning Partners is a leading wealth management firm focused on providing integrated solutions for private and corporate clients. We assist affluent families, corporate executives, and business owners achieve their wealth accumulation, wealth ...
Strengths
- Capital Planning LLC has a strong market share in their industry
- 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
- Since Capital Planning LLC was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Capital Planning LLC's annual revenue
$6004000
Based on Kona Equity data
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Revenue per employee
$461846
-
Variance of revenue growth
19.76
-
Annual revenue growth since founding
$405000
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Revenue growth rate from first known quarter to current
1182.5%
Employee Count
13 employees
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Employee growth rate from first known quarter to current
1066.7%
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.
- G1 Revenue is greater than the industry median.
- 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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Capital Planning LLC
- Category: Investment management
- Industry: Financial Planner
- NAICS: 523; 52393
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Firmographic data G Score of 5 Founded in 2003 NAICS: 523 NAICS: 52393 #Finance General #Finance
Frequently Asked Questions
Capital Planning LLC's headquarters are located at 1 Almaden Blvd. Ste. 610 San Jose, CA 95113.
Capital Planning LLC's official website is capitalplanningpartners.com
Capital Planning LLC's annual revenue is $6.0 M.
Capital Planning LLC's NAICS: 523; 52393.
Capital Planning LLC has 13 employees
Capital Planning LLC is in the industry of Investment management.
