Summary

Core Financial Group

Founded in 2014

Description

Core Financial Group is a client-centered financial planning firm located in Spokane Valley, Washington. We offer in-depth financial planning, wealth management, and trust services to help our clients reach their financial goals. Our mission is to acti...

Strengths

  • Since Core Financial Group was founded, the company has grown faster than the industry average

Weaknesses

  • Core Financial Group 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
  • Variance of revenue growth is more than the industry average

Annual Revenue

Core Financial Group's annual revenue

$7054000

Based on Kona Equity data

  • Revenue per employee

    $282160

  • Variance of revenue growth

    0.42

  • Annual revenue growth since founding

    $705400

  • Revenue growth rate from first known quarter to current

    63.5%

Employee Count

25 employees

  • Employee growth rate from first known quarter to current

    50.0%

Executives

Orlando Ferraro

Managing Partner, Financial Planner

o**@corefinancialgroupnw.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.

  • G6 Annual revenue growth since founding is higher than the industry average.

Location

420 North Evergreen Rd. Ste. 500 500
Spokane Valley, WA  99216

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Key Information

  • SIC: 62
  • NAICS: 52; 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 Core Financial Group.

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Frequently Asked Questions

Where is Core Financial Group located?

Core Financial Group's headquarters are located at 420 North Evergreen Rd. Ste. 500 500 Spokane Valley, WA  99216.


What is Core Financial Group's official website?

Core Financial Group's official website is corefinancialgroupnw.com


What is Core Financial Group's revenue?

Core Financial Group's annual revenue is $7.1 M.


What is Core Financial Group's SIC code?

Core Financial Group's SIC: 62


What is Core Financial Group's NAICS code?

Core Financial Group's NAICS: 52; 523.


How many employees does Core Financial Group's have?

Core Financial Group has 25 employees


What industry does Core Financial Group belong to?

Core Financial Group is in the industry of Investment management.

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