Summary
Lowenberg Wealth Management Group , INC
Description
Lowenberg Group is a boutique Registered Investment Advisory services firm that primarily advises successful business owners and other entrepreneurial-minded high net worth individuals and families. The firm helps clients add value to their businesses ...
Strengths
- Lowenberg Wealth Management Group , INC 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
- Since Lowenberg Wealth Management Group , INC was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Lowenberg Wealth Management Group , INC's annual revenue
$1210000
Based on Kona Equity data
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Revenue per employee
$242000
-
Variance of revenue growth
76.32
-
Annual revenue growth since founding
$263200
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Revenue growth rate from first known quarter to current
-49.4%
Employee Count
5 employees
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Employee growth rate from first known quarter to current
-53.8%
Executives
Julie Rompel
Vice President, Operations & Chief Compliance Officer
j**@lwmg.comChristopher Manor
Investment Analyst
c**@lwmg.comCindy Thrailkill
Chief Operating Officer & Partner
c**@lwmg.comChris Frazier
Service & Investments Specialist
c**@lwmg.comScott Kice
Chief Operating Officer
s**@lwmg.comCarlos Lowenberg
CEO
c**@lwmg.comFrancis Mahoney
Registered Sales Assistant
f**@lwmg.comMaria Neill
Manager, Property
m**@lwmg.comPhone Group
Chief Executive Officer
p**@lwmg.comTim Hachem
Manager, Experienced Operations & Finance
t**@lwmg.comMarc Lowenberg
Financial Planner
m**@lwmg.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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Key Information
- Name: Lowenberg Wealth Management Group , INC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 5 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Lowenberg Wealth Management Group , INC's headquarters are located at 901 S. Mopac Expy. Bldg. IV, Ste. 290 Austin, TX 78746.
Lowenberg Wealth Management Group , INC's official website is lwmg.com
Lowenberg Wealth Management Group , INC's annual revenue is $1.2 M.
Lowenberg Wealth Management Group , INC's SIC: 62
Lowenberg Wealth Management Group , INC's NAICS: 523; 52.
Lowenberg Wealth Management Group , INC has 5 employees
Lowenberg Wealth Management Group , INC is in the industry of Investment management.