Summary

Dogwood Wealth Advisors

Description

You want to be in tune with your finances and have confidence in your investment strategies. Above all, you want to know that your goals are on track.

Strengths

  • Dogwood Wealth Advisors has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Since Dogwood Wealth Advisors was founded, the company has grown faster than the industry average

Annual Revenue

Dogwood Wealth Advisors's annual revenue

$1500000

Based on Kona Equity data

  • Revenue per employee

    $250000

  • Annual revenue growth since founding

    $186250

Employee Count

6 employees

Executives

Jay Mackler

Chief Investment Officer

j**@dogwoodwealthadvisors.com

Richard Schooley

Managing Partner, Branch Manager

r**@dogwoodwealthadvisors.com

Erik Selness

Director, Financial Planning

e**@dogwoodwealthadvisors.com

Craig Houck

Managing Partner

c**@dogwoodwealthadvisors.com

Alyssa Donaldson

Branch Professional

a**@dogwoodwealthadvisors.com

Holly Whire

Client Service Associate

h**@dogwoodwealthadvisors.com

G Score - 3

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.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

1100 Peachtree St NE Ste 325 
Atlanta, GA  30309

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Key Information

  • NAICS: 52; 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 Dogwood Wealth Advisors.

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Frequently Asked Questions

Where is Dogwood Wealth Advisors located?

Dogwood Wealth Advisors's headquarters are located at 1100 Peachtree St NE Ste 325  Atlanta, GA  30309.


What is Dogwood Wealth Advisors's official website?

Dogwood Wealth Advisors's official website is dogwoodwealthadvisors.com


What is Dogwood Wealth Advisors's revenue?

Dogwood Wealth Advisors's annual revenue is $1.5 M.


What is Dogwood Wealth Advisors's NAICS code?

Dogwood Wealth Advisors's NAICS: 52; 523.


How many employees does Dogwood Wealth Advisors's have?

Dogwood Wealth Advisors has 6 employees


What industry does Dogwood Wealth Advisors belong to?

Dogwood Wealth Advisors is in the industry of Professional training & coaching.

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