Summary

Davis & Seiley Wealth Management Inc

Founded in 2005

Description

Davis & Seiley Wealth Management - Davis & Seiley Wealth Management traces its roots to 1994 when Marc Davis founded our firm.

Strengths

  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average

Weaknesses

  • Davis & Seiley Wealth Management Inc has a very small market share in their industry
  • Revenue generated per employee is less than the industry average
  • Variance of revenue growth is more than the industry average
  • Since Davis & Seiley Wealth Management Inc was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Davis & Seiley Wealth Management Inc's annual revenue

$1131000

Based on Kona Equity data

  • Revenue per employee

    $226200

  • Variance of revenue growth

    3.83

  • Annual revenue growth since founding

    $59526

  • Revenue growth rate from first known quarter to current

    24.6%

Employee Count

5 employees

  • Employee growth rate from first known quarter to current

    16.7%

Executives

Marc Davis

Partner, President

m**@davis-seiley.com

Wiz Khalifah

Engineer

w**@davis-seiley.com

Tara Alkire

Manager, Operations

t**@davis-seiley.com

Kate Hall

Office Manager

k**@davis-seiley.com

Joe Seiley

Partner

j**@davis-seiley.com

G 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.

  • 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.

Location

5400 Connecticut Ave., Ste. 100 
La Mesa, CA  91942

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Meridian Wealth Advisors

meridianwealthadvisors.com
  • Location: Albuquerque, NM
  • Annual Revenue: $1.1M
  • Employees: 4
  • Fiduciary, fee-only financial planner providing collaborative retirement planning and wealth management services.

Genesis Wealth Advisors

genesiswealthadvisors.com
  • Founded in 2010
  • Location: Bethlehem, PA
  • Annual Revenue: $1.1M
  • Employees: 6

Balboa Wealth Partners Inc

balboawealth.com
  • Founded in 2015
  • Location: Newport Beach, CA
  • Annual Revenue: $5.3M
  • Employees: 15

Oasis Wealth Planning Advisors

oasiswealthplanning.com
  • Founded in 2016
  • Location: Franklin, TN
  • Annual Revenue: $2.7M
  • Employees: 7
  • CPA, CFP, CFA financial advisory team serving Tennessee (Nashville and beyond), Georgia (Atlanta & Alpharetta), Florida (Orlando, Tampa, Jacksonville), Huntsville (Alabama), and Indianapolis. Tax-focused wealth management. In-person or by video.

ACM Wealth

acmwealth.com
  • Founded in 2015
  • Location: Ridgewood, NJ
  • Annual Revenue: $489.0K
  • Employees: 8
  • ACM Wealth is the wealth planning team of Advisors Capital Management (ACM), a nationally recognized investment and wealth planning firm. ACM Wealth assists clients in investing, preserving, and distributing their wealth. They offer services such as fi...

Covenant Wealth Advisors

covenantwealthadvisors.com
  • Founded in 2010
  • Location: Williamsburg, VA
  • Annual Revenue: $5.1M
  • Employees: 8
  • 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.

Key Information

  • SIC: 62
  • NAICS: 523910; 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 Davis & Seiley Wealth Management Inc.

See similar companies

Frequently Asked Questions

Where is Davis & Seiley Wealth Management Inc located?

Davis & Seiley Wealth Management Inc's headquarters are located at 5400 Connecticut Ave., Ste. 100  La Mesa, CA  91942.


What is Davis & Seiley Wealth Management Inc's official website?

Davis & Seiley Wealth Management Inc's official website is davis-seiley.com


What is Davis & Seiley Wealth Management Inc's revenue?

Davis & Seiley Wealth Management Inc's annual revenue is $1.1 M.


What is Davis & Seiley Wealth Management Inc's SIC code?

Davis & Seiley Wealth Management Inc's SIC: 62


What is Davis & Seiley Wealth Management Inc's NAICS code?

Davis & Seiley Wealth Management Inc's NAICS: 523910; 523.


How many employees does Davis & Seiley Wealth Management Inc's have?

Davis & Seiley Wealth Management Inc has 5 employees


What industry does Davis & Seiley Wealth Management Inc belong to?

Davis & Seiley Wealth Management Inc is in the industry of Computer software.

Next step

Visitors review