Summary
CSI Wealth Management LLC
Founded in 2013
Description
Chris Foster, CLU, ChFC, CFBS, AEP has been helping businesses and families take control of their finances for over 29 years. They believe in putting into place components that are fundamentally sound and can stand the test of time. They specialize ...
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
- Since CSI Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- CSI Wealth Management LLC has a very small market share in their industry
- Variance of revenue growth is more than the industry average
Annual Revenue
CSI Wealth Management LLC's annual revenue
$1725000
Based on Kona Equity data
-
Revenue per employee
$345000
-
Variance of revenue growth
0.52
-
Annual revenue growth since founding
$156818
-
Revenue growth rate from first known quarter to current
-13.8%
Employee Count
5 employees
-
Employee growth rate from first known quarter to current
-20.0%
Executives
Leslie Foster
Executive Assistant
l**@accesscsi.comTerri Morris
Manager, Operations
t**@accesscsi.comChris Foster
Principal
c**@accesscsi.comG Score - 4
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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: CSI Wealth Management LLC
- Category: Investment management
- Industry: Consultant
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 4 Founded in 2013 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
CSI Wealth Management LLC's headquarters are located at 300 North Greene St. Ste. 1650 295 Greensboro, NC 27401.
CSI Wealth Management LLC's official website is accesscsi.com
CSI Wealth Management LLC's annual revenue is $1.7 M.
CSI Wealth Management LLC's SIC: 62
CSI Wealth Management LLC's NAICS: 523; 52.
CSI Wealth Management LLC has 5 employees
CSI Wealth Management LLC is in the industry of Investment management.
