Summary

Copeland Wealth Management LLC

Description

Copeland Wealth Management is a leading investment management firm that provides a wide range of investment solutions to individuals, families, and institutions. With a team of experienced professionals, we offer personalized investment strategies tail...

Strengths

  • 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
  • Revenue growth is more steady than the industry average
  • Since Copeland Wealth Management LLC was founded, the company has grown faster than the industry average

Weaknesses

  • Copeland Wealth Management LLC has a very small market share in their industry

Annual Revenue

Copeland Wealth Management LLC's annual revenue

$5797000

Based on Kona Equity data

  • Revenue per employee

    $445923

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $414071

  • Revenue growth rate from first known quarter to current

    70.5%

Employee Count

13 employees

  • Employee growth rate from first known quarter to current

    52.9%

Executives

Robert Copeland

President & Chief Executive Officer

r**@copelandwealthmanagement.com

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.

  • 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.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

124 Franklin St. 
Clarksville, TN  37040

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Key Information

  • SIC: 62
  • NAICS: 523; 52
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 Copeland Wealth Management LLC.

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Frequently Asked Questions

Where is Copeland Wealth Management LLC located?

Copeland Wealth Management LLC's headquarters are located at 124 Franklin St.  Clarksville, TN  37040.


What is Copeland Wealth Management LLC's official website?

Copeland Wealth Management LLC's official website is copelandwealthmanagement.com


What is Copeland Wealth Management LLC's revenue?

Copeland Wealth Management LLC's annual revenue is $5.8 M.


What is Copeland Wealth Management LLC's SIC code?

Copeland Wealth Management LLC's SIC: 62


What is Copeland Wealth Management LLC's NAICS code?

Copeland Wealth Management LLC's NAICS: 523; 52.


How many employees does Copeland Wealth Management LLC's have?

Copeland Wealth Management LLC has 13 employees


What industry does Copeland Wealth Management LLC belong to?

Copeland Wealth Management LLC is in the industry of Investment banking.

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