Summary
Keebeck Wealth Management LLC
Founded in 2018
Description
Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their multi generational families. We have the experience, knowledge, network and passio...
Strengths
- Keebeck Wealth Management LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Keebeck Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Keebeck Wealth Management LLC's annual revenue
$5716000
Based on Kona Equity data
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Revenue per employee
$357250
-
Variance of revenue growth
0.48
-
Annual revenue growth since founding
$952667
-
Revenue growth rate from first known quarter to current
217.6%
Employee Count
16 employees
-
Employee growth rate from first known quarter to current
188.9%
Executives
Tim Lynch
Vice President, Business Development
t**@keebeck.comStephanie Roberts
Managing Director, Director of Operations
s**@keebeck.comDerek Feilmeier
Vice President, Digital Solutions
d**@keebeck.comChristopher Duff
Vice President, Analyst
c**@keebeck.comMatthew Carey
Associate, Analyst
m**@keebeck.comJoseph Polakoff
President
j**@keebeck.comGabby Weist
Client Service Associate
g**@keebeck.comBenny Clavero
Vice President, Client Service
b**@keebeck.comWilliam Seyfarth
Vice President, Relationship Manager
w**@keebeck.comJoseph D'Agostino
Investment Platform & Product Strategy Head
j**@keebeck.comAlexa Hyman
Vice President, Client Solutions
a**@keebeck.comBeverly Durigon
Executive Assistant
b**@keebeck.comG Score - 5
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.
- 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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Keebeck Wealth Management LLC
- Category: Investment management
- Industry: Financial Consultant
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 5 Founded in 2018 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Keebeck Wealth Management LLC's headquarters are located at 150 N. RIVERSIDE Plz., Ste. 1850 Chicago, IL 60606.
Keebeck Wealth Management LLC's official website is keebeck.com
Keebeck Wealth Management LLC's annual revenue is $5.7 M.
Keebeck Wealth Management LLC's SIC: 62
Keebeck Wealth Management LLC's NAICS: 523; 52.
Keebeck Wealth Management LLC has 16 employees
Keebeck Wealth Management LLC is in the industry of Investment management.
