Summary
Covenant Wealth Advisors
Founded in 2010
Description
Covenant Wealth Advisors is an award winning fee-only financial advisor and financial planner helping individuals plan and invest for retirement in Richmond and Williamsburg, VA.
Strengths
- Covenant Wealth Advisors has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Weaknesses
- Since Covenant Wealth Advisors was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Covenant Wealth Advisors's annual revenue
$5109000
Based on Kona Equity data
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Revenue per employee
$638625
-
Annual revenue growth since founding
$364928
Employee Count
8 employees
Executives
Megan Waters
Covenant Wealth Advisors
m**@covenantwealthadvisors.comTerri Miller
Client Service Manager
t**@covenantwealthadvisors.comScott Hurt
Financial Advisor
s**@covenantwealthadvisors.comRobert Topping
President & Chief Compliance Officer
r**@covenantwealthadvisors.comTerri Leonard
Manager, Client Services
t**@covenantwealthadvisors.comBroderick Mullins
Manager, Wealth
b**@covenantwealthadvisors.comMark Fonville
Chief Executive Officer & Financial Advisor
m**@covenantwealthadvisors.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.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
Location
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Key Information
- Name: Covenant Wealth Advisors
- Category: Professional training & coaching
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
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By City Williamsburg Small Financial planner in Williamsburg Mid-size Financial planner in Williamsburg Professional training & coaching in Williamsburg Small Professional training & coaching in Williamsburg Mid-size Professional training & coaching in Williamsburg
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By State VA Small companies in VA Professional training & coaching in VA Small Professional training & coaching in VA Mid-size Professional training & coaching in VA Small Financial planner in VA Mid-size Financial planner in VA
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By Category Professional training & coaching Small Professional training & coaching Mid-size Professional training & coaching
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By Industry Financial planner Small Financial planner Mid-size Financial planner Professional training & coaching and Financial planner
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Firmographic data G Score of 2 Founded in 2010 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Covenant Wealth Advisors's official website is covenantwealthadvisors.com
Covenant Wealth Advisors's annual revenue is $5.1 M.
Covenant Wealth Advisors's SIC: 62; 628
Covenant Wealth Advisors's NAICS: 52; 523.
Covenant Wealth Advisors has 8 employees
Covenant Wealth Advisors is in the industry of Professional training & coaching.
