Summary
Greenwood Capital Associates LLC
Founded in 1983
Description
Greenwood Capital Associates, located in Greenwood, S.C., is one of the largest registered independent financial investment firms in the Southeast. Whether serving individual investors, endowments, municipalities, health care systems or corporate clients, Greenwood Capital Associates believes the most consistent returns are achieved by making careful decisions based on strong fundamentals.
Strengths
- Greenwood Capital Associates LLC has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Variance of revenue growth is more than the industry average
- Since Greenwood Capital Associates LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Greenwood Capital Associates LLC's annual revenue
$6831000
Based on Kona Equity data
-
Revenue per employee
$455400
-
Variance of revenue growth
0.79
-
Annual revenue growth since founding
$175153
-
Revenue growth rate from first known quarter to current
55.2%
Employee Count
15 employees
-
Employee growth rate from first known quarter to current
40.9%
Executives
Denise Lollis
Chief Operating Officer
d**@greenwoodcapital.comDavid Halloran
Portfolio Chief & Cfa Strategist
d**@greenwoodcapital.comJohn Decker
Director, Equity, Investment Committee
j**@greenwoodcapital.comWill Bond
Senior Manager, Trading
w**@greenwoodcapital.comWalter Todd
Chief Investment Officer
w**@greenwoodcapital.comCallie Bradshaw
Private Client Specialist
c**@greenwoodcapital.comPamela Yates
Vice President
p**@greenwoodcapital.comEmily Snider
Private Client Administrator
e**@greenwoodcapital.comJohn Wiseman
Director of Fixed Income
j**@greenwoodcapital.comBrian Disher
Director, Wealth Management
b**@greenwoodcapital.comKalisse Evert
Private Client Administrator
k**@greenwoodcapital.comJohn Beale
Compliance Administrator
j**@greenwoodcapital.comLena Xiao
Director (US)
l**@greenwoodcapital.comDiane Symmes
Private Client Administrator
d**@greenwoodcapital.comMelissa Bane
Senior Private Client Advisor, Vice President
m**@greenwoodcapital.comLessa O'Dell
Manager, Portfolio Operations
l**@greenwoodcapital.comLessa Dell
Manager, Portfolio Operations
l**@greenwoodcapital.comEthan Sperry
Operations & Trading Associate
e**@greenwoodcapital.comPhilip Bell
Portfolio Manager
p**@greenwoodcapital.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.
- 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.
Location
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Key Information
- Name: Greenwood Capital Associates LLC
- Category: Financial services
- Industry: Investment Service
- SIC: 6211; 621
- NAICS: 523; 52
See similar companies
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By City Greenville Small Investment Service in Greenville Mid-size Investment Service in Greenville Financial services in Greenville Small Financial services in Greenville Mid-size Financial services in Greenville
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By State SC Small companies in SC Financial services in SC Small Financial services in SC Mid-size Financial services in SC Small Investment Service in SC Mid-size Investment Service in SC
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By Category Financial services Small Financial services Mid-size Financial services
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By Industry Investment Service Small Investment Service Mid-size Investment Service Financial services and Investment Service
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Firmographic data G Score of 3 Founded in 1983 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Greenwood Capital Associates LLC's headquarters are located at 201 West McBee Ave. Greenville, SC 29601.
Greenwood Capital Associates LLC's official website is greenwoodcapital.com
Greenwood Capital Associates LLC's annual revenue is $6.8 M.
Greenwood Capital Associates LLC's SIC: 6211; 621
Greenwood Capital Associates LLC's NAICS: 523; 52.
Greenwood Capital Associates LLC has 15 employees
Greenwood Capital Associates LLC is in the industry of Financial services.
