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.com

Carroll Hayes

Principal

c**@charlescarrollusa.com

G 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

374 Court St 
Plymouth, MA  02360

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Key Information

  • SIC: 62; 6211
  • NAICS: 523910; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Charles Carroll Financial Partners.

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Frequently Asked Questions

Where is Charles Carroll Financial Partners located?

Charles Carroll Financial Partners's headquarters are located at 374 Court St  Plymouth, MA  02360.


What is Charles Carroll Financial Partners's official website?

Charles Carroll Financial Partners's official website is charlescarrollusa.com


What is Charles Carroll Financial Partners's revenue?

Charles Carroll Financial Partners's annual revenue is $2.0 M.


What is Charles Carroll Financial Partners's SIC code?

Charles Carroll Financial Partners's SIC: 62; 6211


What is Charles Carroll Financial Partners's NAICS code?

Charles Carroll Financial Partners's NAICS: 523910; 523.


How many employees does Charles Carroll Financial Partners's have?

Charles Carroll Financial Partners has 5 employees


What industry does Charles Carroll Financial Partners belong to?

Charles Carroll Financial Partners is in the industry of Investment management.

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