Summary
Coppola Wealth Management LLC
Founded in 2012
Description
Coppola Wealth Management is a financial services firm based in Mount Laurel, New Jersey and serving Delaware, New York, and Pennsylvania. They offer retirement and income planning, IRA rollovers, estate planning, and money management.
Strengths
- Coppola Wealth Management LLC has a strong market share in their industry
- Revenue growth is more steady than the industry average
- Since Coppola Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- 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
Annual Revenue
Coppola Wealth Management LLC's annual revenue
$1742000
Based on Kona Equity data
-
Revenue per employee
$193556
-
Variance of revenue growth
0.17
-
Annual revenue growth since founding
$145166
-
Revenue growth rate from first known quarter to current
-84.7%
Employee Count
9 employees
-
Employee growth rate from first known quarter to current
-86.0%
G 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.
- G1 Revenue is greater than the industry median.
- 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: Coppola Wealth Management LLC
- Industry: Financial Planner
- SIC: 62
- NAICS: 523910; 523
See similar companies
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By City Mount Laurel Small Financial Planner in Mount Laurel Mid-size Financial Planner in Mount Laurel
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By State NJ Small companies in NJ Small Financial Planner in NJ Mid-size Financial Planner in NJ
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
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Firmographic data G Score of 3 Founded in 2012 SIC: 62 NAICS: 523910 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
Coppola Wealth Management LLC's headquarters are located at 1300 Rte. 73, Ste. 201 STE 104A Mount Laurel, NJ 08054.
Coppola Wealth Management LLC's official website is coppolawealth.com
Coppola Wealth Management LLC's annual revenue is $1.7 M.
Coppola Wealth Management LLC's SIC: 62
Coppola Wealth Management LLC's NAICS: 523910; 523.
Coppola Wealth Management LLC has 9 employees
