Summary
Heritage Financial LLC
Description
Heritage Financial, LLC is a financial advisory firm based in Gainesville, VA. We specialize in providing wealth management services to successful families and individuals at all stages of their career and life. Our mission is to provide proactive guid...
Strengths
- 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
- Since Heritage Financial LLC was founded, the company has grown faster than the industry average
Weaknesses
- Heritage Financial LLC has a very small market share in their industry
- Revenue generated per employee is less than the industry average
Annual Revenue
Heritage Financial LLC's annual revenue
$1289000
Based on Kona Equity data
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Revenue per employee
$214833
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Variance of revenue growth
0.15
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Annual revenue growth since founding
$716285
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Revenue growth rate from first known quarter to current
-60.9%
Employee Count
6 employees
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Employee growth rate from first known quarter to current
-64.7%
Executives
David Morton
Chief Financial Officer & Manager, Wealth
d**@heritagefinllc.comElizabeth Clark
Compliance Chief & Operations Officer
e**@heritagefinllc.comDanielle Kerr
Director, Client Relations
d**@heritagefinllc.comMark Cooke
CEO
m**@heritagefinllc.comDavid O'Neill
Manager, Wealth
d**@heritagefinllc.comTina Herold-Byrd
Senior Loan Officer
t**@heritagefinllc.comPhone Financial
President & Chief Executive Officer
p**@heritagefinllc.comDavid Neill
Manager, Wealth
d**@heritagefinllc.comDebbie Gwinn
Client Support Administrative Coordinator
d**@heritagefinllc.comWilliam Dubose
Manager, Wealth
w**@heritagefinllc.comDanielle Lewis
Client Services Associate
d**@heritagefinllc.comThomas Cowley
Mortgage Loan Originator
t**@heritagefinllc.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.
- 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
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Key Information
- Name: Heritage Financial LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52393
See similar companies
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By City Gainesville Small Financial Planner in Gainesville Mid-size Financial Planner in Gainesville Investment management in Gainesville Small Investment management in Gainesville Mid-size Investment management in Gainesville
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By State VA Small companies in VA Investment management in VA Small Investment management in VA Mid-size Investment management in VA Small Financial Planner in VA Mid-size Financial Planner in VA
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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 4 SIC: 62 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
Heritage Financial LLC's headquarters are located at 7250 HERITAGE VILLAGE Plz. Ste. 202 190 Gainesville, VA 20155.
Heritage Financial LLC's official website is heritagefinllc.com
Heritage Financial LLC's annual revenue is $1.3 M.
Heritage Financial LLC's SIC: 62
Heritage Financial LLC's NAICS: 523; 52393.
Heritage Financial LLC has 6 employees
Heritage Financial LLC is in the industry of Investment management.