Summary
Eagle Ridge Investment Management LLC
Founded in 2008
Description
Eagle Ridge Investment Management is an independently owned, SEC registered investment advisory firm.
Strengths
- Eagle Ridge Investment Management LLC has a strong market share in their industry
- 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 Eagle Ridge Investment Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Eagle Ridge Investment Management LLC's annual revenue
$4100000
Based on Kona Equity data
-
Revenue per employee
$215789
-
Variance of revenue growth
0.94
-
Annual revenue growth since founding
$247375
-
Revenue growth rate from first known quarter to current
-41.0%
Employee Count
9 employees
-
Employee growth rate from first known quarter to current
-45.5%
Executives
Susan Vetere
Manager, Operations
s**@eagleridgeinvestment.comLynn Najman
Personal Financial Strategist
l**@eagleridgeinvestment.comAngela Albano
Business Operations Specialist
a**@eagleridgeinvestment.comAlie Hamilton
Director, Client Relations
a**@eagleridgeinvestment.comJesse Moroyoqui
Associate
j**@eagleridgeinvestment.comLouise Nicholls
Compliance and Operations
l**@eagleridgeinvestment.comMichael Bartoszek
President
m**@eagleridgeinvestment.comBenjamin Connard
Partner and Portfolio Manager
b**@eagleridgeinvestment.comDavid Tillson
Chief Investment Officer & President
d**@eagleridgeinvestment.comGail Hart
Co-Founder
g**@eagleridgeinvestment.comRonald Sages
Portfolio Manager
r**@eagleridgeinvestment.comTami Campos
Administrator
t**@eagleridgeinvestment.comG Score - 5
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.
- 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
Similar Companies
Alliance Wealth Advisors
alliancewealthadvisors.com- Founded in 2014
- Location: Marietta, GA
- Annual Revenue: $5.0M
- Employees: 9
- Alliance Wealth Advisors is an independent SEC registered investment firm that offers advice and planning to individuals, families, and businesses. We work with people to help navigate every stage of their financial lives. Our goal is to deliver simpli...
Financial Group , LLC
harvestfg.com- Location: Richmond, VA
- Annual Revenue: $965.0K
- Employees: 5
- Harvest Financial Group is a wealth management firm that prioritizes the protection of client's money. They offer a unique investment methodology that aims to protect assets and grow wealth even in uncertain market conditions. They provide unbiased inv...
Relative Value Partners
rvpllc.com- Founded in 2004
- Location: Northbrook, IL
- Annual Revenue: $4.2M
- Employees: 17
- Relative Value Partners offers comprehensive wealth management services for high-net-worth individuals, families and institutions.
Cresta Advisors
crestaadvisors.com- Founded in 2013
- Location: Laredo, TX
- Annual Revenue: $1.1M
- Employees: 4
- Cresta Advisors is an independent Registered Investment Advisory firm that provides personalized investment advice and planning. They focus on discretionary account management through the implementation of their proprietary investment models in their c...
Karpus Investment Management
karpus.com- Founded in 1986
- Location: Pittsford, NY
- Annual Revenue: $4.7M
- Employees: 16
- At Karpus Investment Management, we emphasize conservative, long term investment management with the goal of preserving your capital to help you build wealth over time. Well work closely with you to determine your optimal asset allocation based on you...
Wilbanks Smith & Thomas Asset Management LLC
wstam.com- Founded in 1990
- Location: Norfolk, Virginia
- Annual Revenue: $19.6M
- Employees: 33
- Wilbanks Smith & Thomas believes in the power of smart wealth management and helping you achieve your long-term financial goals.
Key Information
- Name: Eagle Ridge Investment Management LLC
- Category: Professional training & coaching
- Industry: Investment Company
- SIC: 62
- NAICS: 523; 52
See similar companies
-
By City Stamford Small Investment Company in Stamford Mid-size Investment Company in Stamford Professional training & coaching in Stamford Small Professional training & coaching in Stamford Mid-size Professional training & coaching in Stamford
-
By State CT Small companies in CT Professional training & coaching in CT Small Professional training & coaching in CT Mid-size Professional training & coaching in CT Small Investment Company in CT Mid-size Investment Company in CT
-
By Category Professional training & coaching Small Professional training & coaching Mid-size Professional training & coaching
-
By Industry Investment Company Small Investment Company Mid-size Investment Company Professional training & coaching and Investment Company
-
Firmographic data G Score of 5 Founded in 2008 SIC: 62 NAICS: 523 NAICS: 52 #Finance #Investment Banking
Frequently Asked Questions
Eagle Ridge Investment Management LLC's headquarters are located at 5 HIGH RIDGE PARK, SECOND Fl. Stamford, CT 06905.
Eagle Ridge Investment Management LLC's official website is eagleridgeinvestment.com
Eagle Ridge Investment Management LLC's annual revenue is $4.1 M.
Eagle Ridge Investment Management LLC's SIC: 62
Eagle Ridge Investment Management LLC's NAICS: 523; 52.
Eagle Ridge Investment Management LLC has 9 employees
Eagle Ridge Investment Management LLC is in the industry of Professional training & coaching.
