Summary

Fiduciary Financial Group LLC

Founded in 2016

Description

Fiduciary Financial Group (FFG) is a trusted wealth management company that serves high net worth retirees, executives, tech professionals, and successful business owners. They offer comprehensive advice on financial investments, real estate assets, ta...

Strengths

  • Fiduciary Financial Group 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
  • Revenue growth is more steady than the industry average
  • Since Fiduciary Financial Group LLC was founded, the company has grown faster than the industry average

Annual Revenue

Fiduciary Financial Group LLC's annual revenue

$1167000

Based on Kona Equity data

  • Revenue per employee

    $233400

  • Variance of revenue growth

    0.33

  • Annual revenue growth since founding

    $145875

  • Revenue growth rate from first known quarter to current

    -76.3%

Employee Count

5 employees

  • Employee growth rate from first known quarter to current

    -77.8%

Executives

Nikole Mackenzie

Chief Financial Officer, Family Office

n**@ffgwealth.com

Tom Vogelheim

Partner

t**@ffgwealth.com

Richard Davey

Partner

r**@ffgwealth.com

Shayne Cooper

Partner

s**@ffgwealth.com

Trevor Scotto

Partner

t**@ffgwealth.com

Jacqueline Rowe

Senior Operations Specialist

j**@ffgwealth.com

Christopher Moore

Manager, Operations, Compliance & Trading

c**@ffgwealth.com

Samantha Bleeck

Senior Manager

s**@ffgwealth.com

Benjamin Fookes

Operations Specialist

b**@ffgwealth.com

Bryce Hufford

Tax Associate

b**@ffgwealth.com

Ian Munc

Fiduciary Financial Group

i**@ffgwealth.com

G 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

900 Larkspur Landing Circle , Ste. 240 Ste 201
Larkspur, CA  94939

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Constant Guidance Financial LLC

cgfadvisor.com
  • Founded in 2014
  • Location: North Attleboro, MA
  • Annual Revenue: $1.3M
  • Employees: 3
  • Mitch Zides, CFA & CFP - Customized Investment Plans, Financial Planning, Comprehensive Wealth Management - Financial Advisor - Build & preserve wealth

Pillar Wealth Management

pillarwm.com
  • Location: Walnut Creek, CA
  • Annual Revenue: $1.2M
  • Employees: 6
  • Pillar Wealth Management is a 100% fee-based private wealth management firm that provides customized wealth management advice to high net worth individuals, families, and privately held company owners. The firm, founded by Haitham 'Hutch' E. Ashoo and ...

The Dowling Group

thedowlinggroup.com
  • Founded in 1979
  • Location: Greenwich, CT
  • Annual Revenue: $1.4M
  • Employees: 6
  • the Dowling Group: Independent CPAs in Greenwich. Income tax preparation, financial planning, wealth managers, investment advice & family office financial services.

UAK Diversified

uakdiversified.com
  • Founded in 2016
  • Location: Eagan, MN
  • Annual Revenue: $1.1M
  • Employees: 6
  • UAK Diversified is a fee-only financial advisor serving Saint Paul, Minneapolis, Rochester, and the Twin City area. They are registered independent financial planning advisors and provide wealth management services. Their approach is grounded in rigoro...

Pacific Wealth Strategies Group

pwsg.net
  • Founded in 2007
  • Location: Santa Barbara, CA
  • Annual Revenue: $1.3M
  • Employees: 4
  • Pacific Wealth Strategies Group, Inc. is a Santa Barbara financial planning / wealth management firm and Registered Investment Advisor (RIA), serving high net-worth families, from our offices in Santa Barbara and Porterville. Our objective is to provid...

Hamric Wealth Advisors

johnhamric.com
  • Founded in 2001
  • Location: Clarksville, TN
  • Annual Revenue: $1.1M
  • Employees: 6
  • Hamric Wealth Advisors is a financial advising company that focuses on building personal relationships based on mutual trust with their clients. They understand the importance of the client's future and provide comprehensive financial assessments, assi...

Key Information

  • SIC: 6211; 621
  • NAICS: 523; 52
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 Fiduciary Financial Group LLC.

See similar companies

Frequently Asked Questions

Where is Fiduciary Financial Group LLC located?

Fiduciary Financial Group LLC's headquarters are located at 900 Larkspur Landing Circle , Ste. 240 Ste 201 Larkspur, CA  94939.


What is Fiduciary Financial Group LLC's official website?

Fiduciary Financial Group LLC's official website is ffgwealth.com


What is Fiduciary Financial Group LLC's revenue?

Fiduciary Financial Group LLC's annual revenue is $1.2 M.


What is Fiduciary Financial Group LLC's SIC code?

Fiduciary Financial Group LLC's SIC: 6211; 621


What is Fiduciary Financial Group LLC's NAICS code?

Fiduciary Financial Group LLC's NAICS: 523; 52.


How many employees does Fiduciary Financial Group LLC's have?

Fiduciary Financial Group LLC has 5 employees


What industry does Fiduciary Financial Group LLC belong to?

Fiduciary Financial Group LLC is in the industry of Investment management.

Next step

Visitors review