Summary
Capstone Wealth Management Group LLC
Founded in 2016
Description
Financial Planner in Pennsylvania: Capstone Wealth Managment Group, LLC is a Registered Investment Advisory firm located near Scranton, Pennsylvania.
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Capstone Wealth Management Group LLC was founded, the company has grown faster than the industry average
Weaknesses
- Capstone Wealth Management Group LLC has a very small market share in their industry
- Revenue growth is less than the industry average
Annual Revenue
Capstone Wealth Management Group LLC's annual revenue
$988000
Based on Kona Equity data
-
Revenue per employee
$197600
-
Variance of revenue growth
0.18
-
Annual revenue growth since founding
$179500
-
Revenue growth rate from first known quarter to current
-79.3%
Employee Count
5 employees
-
Employee growth rate from first known quarter to current
-80.8%
Executives
Bryan Kupchik
Principal and Wealth Manager
b**@capstone-wealth.comRichie Condeelis
Partner and Owner Investment Advisor Representative Financial Planner
r**@capstone-wealth.comRobert Schultz
Principal and Wealth Manager
r**@capstone-wealth.comMichael Papi
Manager, Wealth
m**@capstone-wealth.comTheresa Chekan
Administrative Associate To
t**@capstone-wealth.comMckenzie Kupchik
Director, Marketing & Administrative Associate
m**@capstone-wealth.comAdam O'Brien
Manager, Wealth
a**@capstone-wealth.comAdam Brien
Manager, Wealth
a**@capstone-wealth.comG Score - 3
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.
- 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: Capstone Wealth Management Group LLC
- Category: Financial services
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52
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Firmographic data G Score of 3 Founded in 2016 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Brokerage #Finance
Frequently Asked Questions
Capstone Wealth Management Group LLC's headquarters are located at 285 East Grove St. Clarks Green, PA 18411.
Capstone Wealth Management Group LLC's official website is capstone-wealth.com
Capstone Wealth Management Group LLC's annual revenue is $988.0 K.
Capstone Wealth Management Group LLC's SIC: 6211; 621
Capstone Wealth Management Group LLC's NAICS: 523; 52.
Capstone Wealth Management Group LLC has 5 employees
Capstone Wealth Management Group LLC is in the industry of Financial services.
