Summary
Kennedy Wealth Management
Founded in 2005
Description
Kennedy Wealth Management is an independent Fee-Only Wealth Management firm that has offered our services to individuals and families in Knoxville, Tennessee since 2000. As independent consultants, we are committed to serving the best interest of our clients and never work on commission-based sales given their inherent conflict of interests. We value the importance of knowledge, experience, and the role of the financial advisor as a fiduciary - demonstrated by our commitment in meeting and maintaining the professional standards of the Certified Financial Planners Board of Standards, Inc and our membership in the National Association of Personal Financial Advisors.
Strengths
- Kennedy Wealth Management 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
- Revenue growth is more steady than the industry average
- Since Kennedy Wealth Management was founded, the company has grown faster than the industry average
Annual Revenue
Kennedy Wealth Management's annual revenue
$1079000
Based on Kona Equity data
-
Revenue per employee
$269750
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$56789
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Revenue growth rate from first known quarter to current
-83.6%
Employee Count
4 employees
-
Employee growth rate from first known quarter to current
-84.8%
Executives
G Score - 6
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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Kennedy Wealth Management
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 52
See similar companies
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By City Knoxville Small Financial Planner in Knoxville Mid-size Financial Planner in Knoxville
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By State TN Small companies in TN Small Financial Planner in TN Mid-size Financial Planner in TN
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
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Firmographic data G Score of 6 Founded in 2005 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Kennedy Wealth Management's headquarters are located at 200 Prosperity Dr. Knoxville, TN 37923.
Kennedy Wealth Management's official website is kennedywealthmanagement.com
Kennedy Wealth Management's annual revenue is $1.1 M.
Kennedy Wealth Management's SIC: 62; 6211
Kennedy Wealth Management's NAICS: 523; 52.
Kennedy Wealth Management has 4 employees
