Summary
Foresight Financial Management
Founded in 2009
Description
Foresight Financial Management LLC is an independent financial services firm serving individuals, families and businesses across 16 states. As a partner to our clients, we focus on helping clients steward their resources wisely, through lifelong guidan...
Strengths
- Foresight Financial 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
Annual Revenue
Foresight Financial Management's annual revenue
$4646000
Based on Kona Equity data
-
Revenue per employee
$221238
-
Variance of revenue growth
0.03
-
Annual revenue growth since founding
$309000
-
Revenue growth rate from first known quarter to current
-12.6%
Employee Count
21 employees
-
Employee growth rate from first known quarter to current
-20.7%
Executives
Evan Daunhauer
Registered Representative
e**@foresight4u.comJeffrey Ritter
President
j**@foresight4u.comZachary Scott
Client Relationship Manager
z**@foresight4u.comChiraphorn Lindsey
Agent
c**@foresight4u.comChristina Manis
Client Care Coordinator
c**@foresight4u.comAlex Collins
Mkg Cord.
a**@foresight4u.comBradley Evans
Strategic Partner
b**@foresight4u.comPhilip Kostaroff
Certified Financial Planner
p**@foresight4u.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.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: Foresight Financial Management
- Category: Investment management
- SIC: 62
- NAICS: 523; 5231
See similar companies
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By City Indianapolis Investment management in Indianapolis Small Investment management in Indianapolis Mid-size Investment management in Indianapolis
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By State IN Small companies in IN Investment management in IN Small Investment management in IN Mid-size Investment management in IN
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By Category Investment management Small Investment management Mid-size Investment management G Score of 5
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Firmographic data G Score of 5 Founded in 2009 SIC: 62 NAICS: 523 NAICS: 5231 #Investment Banking #Finance
Frequently Asked Questions
Foresight Financial Management's headquarters are located at 8365 Keystone Crossing, Ste. 200 250 Indianapolis, IN 46240.
Foresight Financial Management's official website is foresight4u.com
Foresight Financial Management's annual revenue is $4.6 M.
Foresight Financial Management's SIC: 62
Foresight Financial Management's NAICS: 523; 5231.
Foresight Financial Management has 21 employees
Foresight Financial Management is in the industry of Investment management.
