Summary
Fulcrum Wealth Advisors
Founded in 2013
Description
Fulcrum Wealth Advisors are a group of independent financial advisors with a business model built to empower our clients' best interests.
Strengths
- Fulcrum Wealth Advisors has a strong market share in their industry
- Since Fulcrum Wealth Advisors was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Fulcrum Wealth Advisors's annual revenue
$2572000
Based on Kona Equity data
-
Revenue per employee
$321500
-
Annual revenue growth since founding
$233818
Employee Count
8 employees
Executives
Phone Advisors
Managing Director
p**@fulcrumwa.comJames Falcone
Managing Director
j**@fulcrumwa.comChristopher Kemper
President
c**@fulcrumwa.comCamille Bever
Client Services Associate
c**@fulcrumwa.comSteven Rosenthal
Tax Consultant & Financial Advisor
s**@fulcrumwa.comShelley Kemper
Manager, Marketing
s**@fulcrumwa.comG 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.
- G1 Revenue is greater than the industry median.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: Fulcrum Wealth Advisors
- Category: Professional training & coaching
- Industry: Financial consultant
- SIC: 62; 628
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Firmographic data G Score of 2 Founded in 2013 SIC: 62 SIC: 628 #Finance #Investment Banking
Frequently Asked Questions
Fulcrum Wealth Advisors's headquarters are located at 10940 NE 33rd Pl Ste 210 Bellevue, WA 98004.
Fulcrum Wealth Advisors's official website is fulcrumwa.com
Fulcrum Wealth Advisors's annual revenue is $2.6 M.
Fulcrum Wealth Advisors's SIC: 62; 628
Fulcrum Wealth Advisors has 8 employees
Fulcrum Wealth Advisors is in the industry of Professional training & coaching.
