Summary
Foster & Motley
Founded in 1996
Description
Foster & Motley is a wealth management firm that provides customized, common sense approach to Wealth Management. They combine Financial Planning & Investment Management to provide a comprehensive Wealth Management experience for their clients.
Strengths
- Foster & Motley has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Foster & Motley was founded, the company has grown faster than the industry average
Annual Revenue
Foster & Motley's annual revenue
$6209000
Based on Kona Equity data
-
Revenue per employee
$214103
-
Annual revenue growth since founding
$238808
Employee Count
29 employees
Executives
Sarah Conwell
Portfolio Manager, Fixed Income
s**@fosterandmotley.comThomas Guidi
Manager, Investment
t**@fosterandmotley.comMark Motley
President & Chief Executive Officer & Compliance Officer
m**@fosterandmotley.comJohn Melville
Manager, Investment
j**@fosterandmotley.comChristine Jones
Operations Specialist
c**@fosterandmotley.comKim Bresler
Financial Associate & Planner
k**@fosterandmotley.comPatti Cruse
Director, Operations
p**@fosterandmotley.comRalph Scherer
Manager, Investment
r**@fosterandmotley.comDavid Nienaber
Director, Financial & Planner & Shareholder
d**@fosterandmotley.comLarry Bernhard
Chief Compliance Officer & Manager, Office
l**@fosterandmotley.comG Score - 3
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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Foster & Motley
- Industry: Financial Advisor
- SIC: 62; 628
- NAICS: 52; 523
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By City Cincinnati Small Financial Advisor in Cincinnati Mid-size Financial Advisor in Cincinnati
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By Industry Financial Advisor Small Financial Advisor Mid-size Financial Advisor
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Firmographic data G Score of 3 Founded in 1996 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Foster & Motley's headquarters are located at 7755 Montgomery Rd Ste 100 Cincinnati, OH 45236.
Foster & Motley's official website is fosterandmotley.com
Foster & Motley's annual revenue is $6.2 M.
Foster & Motley's SIC: 62; 628
Foster & Motley's NAICS: 52; 523.
Foster & Motley has 29 employees
