Summary

De Thomas Financial

Description

A privately-owned firm that has provided clients with objective and unbiased financial services for over 30 years.

Strengths

  • De Thomas Financial has a strong market share in their industry
  • Revenue generated per employee is greater than industry average

Weaknesses

  • 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
  • Since De Thomas Financial was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

De Thomas Financial's annual revenue

$6202000

Based on Kona Equity data

  • Revenue per employee

    $477077

  • Variance of revenue growth

    0.29

  • Annual revenue growth since founding

    $167621

  • Revenue growth rate from first known quarter to current

    -32.6%

Employee Count

13 employees

  • Employee growth rate from first known quarter to current

    -39.1%

Executives

Cheryl Hill

Financial Advisor & Musician

c**@dethomaswealthmanagement.com

William Crabb

Sales Specialist

w**@dethomaswealthmanagement.com

Susan Tabachnick

Branch Manager, Corporate, Compliance

s**@dethomaswealthmanagement.com

Luisa Vivona

IT Eddie Ong Systems Coordinator & Supervisor, Back Office

l**@dethomaswealthmanagement.com

Renata Thomasis

Executive Assistant To

r**@dethomaswealthmanagement.com

Tony Thomasis

President

t**@dethomaswealthmanagement.com

Stella Mclaughlin

Investment Advisor

s**@dethomaswealthmanagement.com

Anna Cherkeshina

Back Office Supervisory Joe Gallo Assistant & Advisor & Alternate Compliance Officer

a**@dethomaswealthmanagement.com

Jason Thomasis

Chief Compliance Officer

j**@dethomaswealthmanagement.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.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.

Location

9033 Leslie St, Unit 1 
Richmond Hill, Ontario  L4B 4K3

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Key Information

  • SIC: 6211; 621
  • NAICS: 523; 52393
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 De Thomas Financial.

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Frequently Asked Questions

Where is De Thomas Financial located?

De Thomas Financial's headquarters are located at 9033 Leslie St, Unit 1  Richmond Hill, Ontario  L4B 4K3.


What is De Thomas Financial's official website?

De Thomas Financial's official website is dethomaswealthmanagement.com


What is De Thomas Financial's revenue?

De Thomas Financial's annual revenue is $6.2 M.


What is De Thomas Financial's SIC code?

De Thomas Financial's SIC: 6211; 621


What is De Thomas Financial's NAICS code?

De Thomas Financial's NAICS: 523; 52393.


How many employees does De Thomas Financial's have?

De Thomas Financial has 13 employees


What industry does De Thomas Financial belong to?

De Thomas Financial is in the industry of Professional training & coaching.

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