Summary
Diligence Wealth Management
Description
Independent financial advisory firm serving today's investors. mutual funds, alternative investments, customized financial planning, retirement account IRAs.
Strengths
- Revenue generated per employee is greater than industry average
- Since Diligence Wealth Management was founded, the company has grown faster than the industry average
Weaknesses
- Diligence Wealth Management has a very small market share in their industry
Annual Revenue
Diligence Wealth Management's annual revenue
$5125000
Based on Kona Equity data
-
Revenue per employee
$256250
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Annual revenue growth since founding
$535181
Employee Count
20 employees
G Score - 2
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.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Diligence Wealth Management
- Category: Financial services
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
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By City Rocklin Small Financial planner in Rocklin Mid-size Financial planner in Rocklin Financial services in Rocklin Small Financial services in Rocklin Mid-size Financial services in Rocklin
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By State CA Small companies in CA Financial services in CA Small Financial services in CA Mid-size Financial services in CA Small Financial planner in CA Mid-size Financial planner in CA
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By Category Financial services Small Financial services Mid-size Financial services
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By Industry Financial planner Small Financial planner Mid-size Financial planner Financial services and Financial planner
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Firmographic data G Score of 2 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Diligence Wealth Management's headquarters are located at 6520 Lonetree Blvd Rocklin, CA 95765.
Diligence Wealth Management's official website is diligencewm.com
Diligence Wealth Management's annual revenue is $5.1 M.
Diligence Wealth Management's SIC: 62; 628
Diligence Wealth Management's NAICS: 52; 523.
Diligence Wealth Management has 20 employees
Diligence Wealth Management is in the industry of Financial services.
