Summary
Halton Wealth Management Investments
Description
Halton Wealth Management is a financial planning and investment firm based in Burlington, Hamilton, and Oakville. They offer investment and financial planning services to help clients build their wealth. Their team works closely with clients to develop...
Strengths
- Halton Wealth Management Investments 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
- Revenue growth is more steady than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Halton Wealth Management Investments's annual revenue
$5638000
Based on Kona Equity data
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Revenue per employee
$296737
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Variance of revenue growth
0.15
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Revenue growth rate from first known quarter to current
46.0%
Employee Count
19 employees
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Employee growth rate from first known quarter to current
34.8%
Executives
Katarina Gunn
Office Manager
k**@haltonwealthmanagement.comDonald Flack
Investment Advisor & Portfolio Manager
d**@haltonwealthmanagement.comJames Gunn
President
j**@haltonwealthmanagement.comSandra Jarvis
Executive Assistant
s**@haltonwealthmanagement.comG Score - 4
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.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: Halton Wealth Management Investments
- Category: Investment management
- Industry: Financial Advisor
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 4 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Halton Wealth Management Investments's headquarters are located at 1001 Champlain Ave Ste 300 300 Burlington, ON L7L 5Z4.
Halton Wealth Management Investments's official website is haltonwealthmanagement.com
Halton Wealth Management Investments's annual revenue is $5.6 M.
Halton Wealth Management Investments's SIC: 62; 628
Halton Wealth Management Investments's NAICS: 52; 523.
Halton Wealth Management Investments has 19 employees
Halton Wealth Management Investments is in the industry of Investment management.