Summary
Lorne Steinberg Wealth Management
Founded in 2009
Description
Lorne Steinberg Wealth Management is an independent investment firm that provides discretionary management services for private clients and institutional investors. Our approach to investing is securely founded on a deep value-based philosophy we are...
Strengths
- Lorne Steinberg 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
Annual Revenue
Lorne Steinberg Wealth Management's annual revenue
$5658000
Based on Kona Equity data
-
Revenue per employee
$377200
-
Variance of revenue growth
0.05
-
Annual revenue growth since founding
$377200
-
Revenue growth rate from first known quarter to current
-42.3%
Employee Count
15 employees
-
Employee growth rate from first known quarter to current
-46.9%
Executives
Lorne Steinberg
President
l**@steinbergwealth.comPenny Stayropoulos
Vice President and Associate Portfolio Manager
p**@steinbergwealth.comKonstantin Kizunov
Vice President, Fixed Income
k**@steinbergwealth.comDebbie Andrewsky
Vice President
d**@steinbergwealth.comMichelle Head
Vice President & Portfolio Manager
m**@steinbergwealth.comRobert Silva
Vice President& Trader
r**@steinbergwealth.comMartin Cobb
Senior Vice President, Equities
m**@steinbergwealth.comDaniel Thompson
Vice President & Portfolio Manager
d**@steinbergwealth.comBrian Pinchuk
Portfolio Manager
b**@steinbergwealth.comLiam Card
Senior Vice President and Portfolio Manager
l**@steinbergwealth.comSamuel Oubadia
Portfolio Manager
s**@steinbergwealth.comHanan Hamoud
Administrative Assistant
h**@steinbergwealth.comGeoffrey Smith
Portfolio Manager
g**@steinbergwealth.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: Lorne Steinberg Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 5 Founded in 2009 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Lorne Steinberg Wealth Management's headquarters are located at 1000 de la Gauchetiere St. West Ste. 3310 Suite 701 Montreal, Quebec H3B 4W5.
Lorne Steinberg Wealth Management's official website is steinbergwealth.com
Lorne Steinberg Wealth Management's annual revenue is $5.7 M.
Lorne Steinberg Wealth Management's SIC: 62
Lorne Steinberg Wealth Management's NAICS: 523; 52.
Lorne Steinberg Wealth Management has 15 employees
Lorne Steinberg Wealth Management is in the industry of Investment management.
