Summary
Lefavi Wealth Management
Founded in 1980
Description
Our disciplined, long-term investment strategy is based on Modern Portfolio Theory (MPT), tactical asset allocation, diversification, and custom rebalancing.
Strengths
- Lefavi 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
Weaknesses
- Since Lefavi Wealth Management was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Lefavi Wealth Management's annual revenue
$3299000
Based on Kona Equity data
-
Revenue per employee
$253769
-
Variance of revenue growth
0.05
-
Annual revenue growth since founding
$83928
-
Revenue growth rate from first known quarter to current
25.9%
Employee Count
13 employees
-
Employee growth rate from first known quarter to current
14.3%
Executives
Todd Hills
Chief Operating Officer
t**@lefavi.comDale King
Senior Vice President
d**@lefavi.comTiffany Freeze
Human Resources Director
t**@lefavi.comMichelle Gallagher
Manager, Front Office & Administrative Assistant
m**@lefavi.comStacy Seven
Financial Associate & Planner
s**@lefavi.comSpencer Frandsen
Director of Marketing
s**@lefavi.comStuart Enterline
President
s**@lefavi.comJeff Kemp
Wealth Advisor
j**@lefavi.comDeserae Hulce
Office Manager
d**@lefavi.comDeborah Holmes
Manager, Operations
d**@lefavi.comIan Ramsrud
Manager, Operations
i**@lefavi.comZachary Weller
Associate Wealth Advisor
z**@lefavi.comNicki Fasselin
Executive Assistant
n**@lefavi.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.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: Lefavi Wealth Management
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 523920
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Firmographic data G Score of 5 Founded in 1980 SIC: 62 NAICS: 523 NAICS: 523920 #Investment Banking #Finance
Frequently Asked Questions
Lefavi Wealth Management's headquarters are located at 2323 Foothill Dr, Ste 100 Salt Lake City, UT 84109.
Lefavi Wealth Management's official website is lefavi.com
Lefavi Wealth Management's annual revenue is $3.3 M.
Lefavi Wealth Management's SIC: 62
Lefavi Wealth Management's NAICS: 523; 523920.
Lefavi Wealth Management has 13 employees
Lefavi Wealth Management is in the industry of Professional training & coaching.
