Summary
Forness Financial LLC
Founded in 2014
Description
Forness Financial is an independent Wealth Management firm located in Needham, MA. We provide investment, tax, and estate services. Our wealth management team specializes in retirement planning and investment management. Whether you are already retired...
Strengths
- Revenue generated per employee is greater than industry average
- Since Forness Financial LLC was founded, the company has grown faster than the industry average
Weaknesses
- Forness Financial LLC has a very small market share in their industry
Annual Revenue
Forness Financial LLC's annual revenue
$1657000
Based on Kona Equity data
-
Revenue per employee
$276167
-
Annual revenue growth since founding
$165700
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Revenue growth rate from first known quarter to current
-73.6%
Employee Count
6 employees
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Employee growth rate from first known quarter to current
-73.3%
G Score - 2
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.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Forness Financial LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 52
See similar companies
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By City Needham Small Financial Planner in Needham Mid-size Financial Planner in Needham Investment management in Needham Small Investment management in Needham Mid-size Investment management in Needham
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By State MA Small companies in MA Investment management in MA Small Investment management in MA Mid-size Investment management in MA Small Financial Planner in MA Mid-size Financial Planner in MA
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 2 Founded in 2014 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Forness Financial LLC's headquarters are located at 105 Chestnut St., Ste. 12 STE 37A Needham, MA 02492.
Forness Financial LLC's official website is fornessfinancial.com
Forness Financial LLC's annual revenue is $1.7 M.
Forness Financial LLC's SIC: 62; 6211
Forness Financial LLC's NAICS: 523; 52.
Forness Financial LLC has 6 employees
Forness Financial LLC is in the industry of Investment management.
