Summary
Core Wealth Management
Founded in 2012
Description
A Fee-Only, Fidicuary, Financial Planning and Investment Management Firm. Our team of highly-trained CFP and Wealth Management professionals are committed to serving your best interests exclusively.
Strengths
- Revenue generated per employee is greater than industry average
- Since Core Wealth Management was founded, the company has grown faster than the industry average
Weaknesses
- Core Wealth Management has a very small market share in their industry
Annual Revenue
Core Wealth Management's annual revenue
$1094000
Based on Kona Equity data
-
Revenue per employee
$273500
-
Annual revenue growth since founding
$91166
Employee Count
4 employees
Executives
Todd Schanel
Principal and Director of Investment Advisory Services
t**@core-wm.comMegan Ries
Office Manager
m**@core-wm.comG Score - 2
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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Core Wealth Management
- Category: Professional training & coaching
- Industry: Financial Advisor
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 2 Founded in 2012 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Core Wealth Management's headquarters are located at Jupiter, FL 33458.
Core Wealth Management's official website is core-wm.com
Core Wealth Management's annual revenue is $1.1 M.
Core Wealth Management's SIC: 62; 628
Core Wealth Management's NAICS: 52; 523.
Core Wealth Management has 4 employees
Core Wealth Management is in the industry of Professional training & coaching.
