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
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Revenue per employee
$233400
-
Variance of revenue growth
0.33
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Annual revenue growth since founding
$145875
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Revenue growth rate from first known quarter to current
-76.3%
Employee Count
5 employees
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Employee growth rate from first known quarter to current
-77.8%
Executives
Nikole Mackenzie
Chief Financial Officer, Family Office
n**@ffgwealth.comTom Vogelheim
Partner
t**@ffgwealth.comRichard Davey
Partner
r**@ffgwealth.comShayne Cooper
Partner
s**@ffgwealth.comTrevor Scotto
Partner
t**@ffgwealth.comJacqueline Rowe
Senior Operations Specialist
j**@ffgwealth.comChristopher Moore
Manager, Operations, Compliance & Trading
c**@ffgwealth.comSamantha Bleeck
Senior Manager
s**@ffgwealth.comBenjamin Fookes
Operations Specialist
b**@ffgwealth.comBryce Hufford
Tax Associate
b**@ffgwealth.comIan Munc
Fiduciary Financial Group
i**@ffgwealth.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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Key Information
- Name: Fiduciary Financial Group LLC
- Category: Investment management
- Industry: Investment Service
- SIC: 6211; 621
- NAICS: 523; 52
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Firmographic data G Score of 6 Founded in 2016 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Brokerage #Finance
Frequently Asked Questions
Fiduciary Financial Group LLC's headquarters are located at 900 Larkspur Landing Circle , Ste. 240 Ste 201 Larkspur, CA 94939.
Fiduciary Financial Group LLC's official website is ffgwealth.com
Fiduciary Financial Group LLC's annual revenue is $1.2 M.
Fiduciary Financial Group LLC's SIC: 6211; 621
Fiduciary Financial Group LLC's NAICS: 523; 52.
Fiduciary Financial Group LLC has 5 employees
Fiduciary Financial Group LLC is in the industry of Investment management.