Summary
Lake Point Advisory Group
Founded in 2002
Description
Lake Point Advisory Group is a financial planning company that provides retirement planning, investment advice, and insurance products and services.
Strengths
- Lake Point Advisory Group 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
- Since Lake Point Advisory Group was founded, the company has grown 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
Annual Revenue
Lake Point Advisory Group's annual revenue
$18010000
Based on Kona Equity data
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Revenue per employee
$947895
-
Variance of revenue growth
3.87
-
Annual revenue growth since founding
$192850
-
Revenue growth rate from first known quarter to current
7.1%
Employee Count
19 employees
-
Employee growth rate from first known quarter to current
-11.1%
Executives
Ashley Patterson
Owner and Partner
a**@lakepointadvisorygroup.comJoshua Wilson
CEO
j**@lakepointadvisorygroup.comChristopher Houghton
Registered Investment Advisor
c**@lakepointadvisorygroup.comAnnisa Turner
Client Relations Coordinator
a**@lakepointadvisorygroup.comPenny Defoe
Marketing Coordinator
p**@lakepointadvisorygroup.comHasnat Rashid
Portfolio Analyst
h**@lakepointadvisorygroup.comRob Poynor
Planning
r**@lakepointadvisorygroup.comLauren Britton
Marketing Coordinator
l**@lakepointadvisorygroup.comPhone Group
Chief Executive Officer
p**@lakepointadvisorygroup.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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: Lake Point Advisory Group
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523910; 523
See similar companies
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By City Rockwall Small Financial Planner in Rockwall Mid-size Financial Planner in Rockwall Investment management in Rockwall Small Investment management in Rockwall Mid-size Investment management in Rockwall
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By State TX Small companies in TX Investment management in TX Small Investment management in TX Mid-size Investment management in TX Small Financial Planner in TX Mid-size Financial Planner in TX
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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 Founded in 2002 SIC: 62 NAICS: 523910 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
Lake Point Advisory Group's headquarters are located at 1 Horizon Ct, Ste a Suite A Rockwall, TX 75032.
Lake Point Advisory Group's official website is lakepointadvisorygroup.com
Lake Point Advisory Group's annual revenue is $18.0 M.
Lake Point Advisory Group's SIC: 62
Lake Point Advisory Group's NAICS: 523910; 523.
Lake Point Advisory Group has 19 employees
Lake Point Advisory Group is in the industry of Investment management.
