Summary
Delphi Wealth Management Group
Founded in 2013
Description
Delphi Wealth Management Group is an intergenerational financial planning and wealth management company based in Exton, PA. Our comprehensive and custom-curated wealth management services are designed to meet your needs and help you achieve your financ...
Strengths
- Delphi Wealth Management Group has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Annual Revenue
Delphi Wealth Management Group's annual revenue
$1346000
Based on Kona Equity data
-
Revenue per employee
$269200
-
Annual revenue growth since founding
$122363
Employee Count
5 employees
Executives
Michele Entrekin
Operations Lead
m**@delphiwmg.comAndrew Norton
Wealth Planning Assistant
a**@delphiwmg.comAshley Moore
Intern
a**@delphiwmg.comJade Maloney
Client Relations Specialist
j**@delphiwmg.comBrandon Moyer
Wealth Planning Assistant
b**@delphiwmg.comAmanda Peabody
Wealth Planning Assistant
a**@delphiwmg.comKevin Mcdermott
Private Wealth Advisor
k**@delphiwmg.comJohn Kane
Financial Planner
j**@delphiwmg.comKelley Meagher
Chief Operating Officer
k**@delphiwmg.comBenjamin Davis
Wealth Management Intern
b**@delphiwmg.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
Unlock unlimited leads
Similar Companies
Harp Financial Group
harpfinancialgroup.com- Location: Great Falls, MT
- Annual Revenue: $926.0K
- Employees: 6
- Harp Financial Group is a financial services company based in Great Falls, Montana. We specialize in creating personalized strategies to help our clients achieve their financial goals. With years of experience, we are equipped to guide individuals and ...
Nielsen Financial Group
nielsenfinancial.com- Founded in 2007
- Location: Hillsborough, NJ
- Annual Revenue: $3.9M
- Employees: 12
- Nielsen Financial Group is an independent, fee only financial, investment, retirement planning firm locating in Basking Ridge, New Jersey, serving clients in the United States, proudly bound by the fiduciary standard. Call us now for your free financia...
FMG Suite
robertswealthmanagement.net- Location: Birmingham, AL
- Annual Revenue: $1.1M
- Employees: 7
Servet Wealth Management
servetwealth.com- Founded in 2001
- Location: New York, NY
- Annual Revenue: $1.1M
- Employees: 6
FMG Suite
heritagewealthla.com- Location: Broussard, LA
- Annual Revenue: $1.0M
- Employees: 6
FMG Suite
providentialinvesting.com- Founded in 2020
- Location: Atlanta, GA
- Annual Revenue: $1.5M
- Employees: 6
- Rossdixonagency is a financial services company that specializes in helping clients build wealth, protect their family, and preserve their assets. With a team of experienced professionals, they offer personalized service tailored to each client's needs...
Key Information
- Name: Delphi Wealth Management Group
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
-
By City West Chester Small Financial planner in West Chester Mid-size Financial planner in West Chester
-
By State PA Small companies in PA Small Financial planner in PA Mid-size Financial planner in PA
-
By Industry Financial planner Small Financial planner Mid-size Financial planner
-
Firmographic data G Score of 2 Founded in 2013 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking #Business Services #HR & Staffing
Frequently Asked Questions
Delphi Wealth Management Group's headquarters are located at 1234 W Chester Pike Fl 2 West Chester, PA 19382.
Delphi Wealth Management Group's official website is delphiwmg.com
Delphi Wealth Management Group's annual revenue is $1.3 M.
Delphi Wealth Management Group's SIC: 62; 628
Delphi Wealth Management Group's NAICS: 52; 523.
Delphi Wealth Management Group has 5 employees
