Summary
Charles Carroll Financial Partners
Founded in 2008
Description
Charles Carroll Financial Partners is a wealth management, investment management, & retirement planning firm offering services across VA, MA, DC & other states. Charles Carroll Financial Partners is an independent financial planning and investment advi...
Strengths
- Revenue growth is more steady than the industry average
Weaknesses
- Charles Carroll Financial Partners has a very small market share in their industry
- 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
- Since Charles Carroll Financial Partners was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Charles Carroll Financial Partners's annual revenue
$2047000
Based on Kona Equity data
-
Revenue per employee
$409400
-
Variance of revenue growth
0.19
-
Annual revenue growth since founding
$127937
-
Revenue growth rate from first known quarter to current
-91.9%
Employee Count
5 employees
-
Employee growth rate from first known quarter to current
-92.4%
Executives
Patrice Hevia
Senior Vice President, Regional Manager Charles Carroll Financial Partners
p**@charlescarrollusa.comCarroll Hayes
Principal
c**@charlescarrollusa.comG Score - 1
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.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: Charles Carroll Financial Partners
- Category: Investment management
- Industry: Investment Service
- SIC: 62; 6211
- NAICS: 523910; 523
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Firmographic data G Score of 1 Founded in 2008 SIC: 62 SIC: 6211 NAICS: 523910 NAICS: 523 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Charles Carroll Financial Partners's headquarters are located at 374 Court St Plymouth, MA 02360.
Charles Carroll Financial Partners's official website is charlescarrollusa.com
Charles Carroll Financial Partners's annual revenue is $2.0 M.
Charles Carroll Financial Partners's SIC: 62; 6211
Charles Carroll Financial Partners's NAICS: 523910; 523.
Charles Carroll Financial Partners has 5 employees
Charles Carroll Financial Partners is in the industry of Investment management.
