Summary
Fairhaven Wealth Management
Founded in 2015
Description
Fairhaven Wealth Management, LLC is an independent, privately owned investment and wealth management firm serving select families in and around Wheaton, Illinois. Our team consists of certified wealth managers who are committed to helping you achieve y...
Strengths
- Fairhaven Wealth Management 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
- Revenue growth is more steady than the industry average
- Since Fairhaven Wealth Management was founded, the company has grown faster than the industry average
Annual Revenue
Fairhaven Wealth Management's annual revenue
$4224000
Based on Kona Equity data
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Revenue per employee
$352000
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Variance of revenue growth
0.01
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Annual revenue growth since founding
$469333
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Revenue growth rate from first known quarter to current
82.1%
Employee Count
12 employees
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Employee growth rate from first known quarter to current
64.3%
Executives
David Edstrom
Senior Vice President
d**@fairhavenwealth.comGina Hornbogen
Consultant
g**@fairhavenwealth.comBryce Ash-Grove
Senior Vice President
b**@fairhavenwealth.comKurt Anderson
Senior Vice President and Wealth Advisor
k**@fairhavenwealth.comGerald King
Senior Vice President
g**@fairhavenwealth.comMarc Horner
Founder & Wealth Advisor
m**@fairhavenwealth.comWarren Trent
Senior Vice President
w**@fairhavenwealth.comJean Lyon
Client Service Specialist
j**@fairhavenwealth.comG Score - 6
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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Similar Companies
Key Information
- Name: Fairhaven Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 52
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Firmographic data G Score of 6 Founded in 2015 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Fairhaven Wealth Management's headquarters are located at 2015 Spring Rd, Ste 230 Oak Brook, IL 60523.
Fairhaven Wealth Management's official website is fairhavenwealth.com
Fairhaven Wealth Management's annual revenue is $4.2 M.
Fairhaven Wealth Management's SIC: 62; 6211
Fairhaven Wealth Management's NAICS: 523; 52.
Fairhaven Wealth Management has 12 employees
Fairhaven Wealth Management is in the industry of Investment management.