Summary

Excel Wealth Management LLC

Founded in 2008

Description

Securities offered through LPL Financial, Member FINRA/SIPC https://t.co/0ZqgzC0sI8 https://t.co/Ewb0ZEwlcR

Strengths

  • Excel Wealth 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 Excel Wealth 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

Excel Wealth Management LLC's annual revenue

$1308000

Based on Kona Equity data

  • Revenue per employee

    $218000

  • Variance of revenue growth

    23.81

  • Annual revenue growth since founding

    $93428

  • Revenue growth rate from first known quarter to current

    63.5%

Employee Count

6 employees

  • Employee growth rate from first known quarter to current

    50.0%

G 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

2139 Silas Deane Hwy. Ste. 207 
Rocky Hill, CT  6067

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Key Information

  • Name: Excel Wealth Management LLC
  • Industry: Financial Consultant
  • SIC: 62
  • 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 Excel Wealth Management LLC.

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