Summary
Madrona Financial Services , LLC
Founded in 1999
Description
Madrona Financial Services is a financial services company that provides investment management, tax strategies, retirement and legacy planning, and other financial solutions to help clients achieve their financial goals.
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Madrona Financial Services , LLC has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Since Madrona Financial Services , LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Madrona Financial Services , LLC's annual revenue
$10217000
Based on Kona Equity data
-
Revenue per employee
$340567
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$408680
-
Revenue growth rate from first known quarter to current
-37.1%
Employee Count
30 employees
-
Employee growth rate from first known quarter to current
-42.6%
Executives
Tracie Evans
Vice President
t**@madronafinancial.comBrian Evans
Wealth Principal & Manager
b**@madronafinancial.comNick Smelser
Investment Assistant
n**@madronafinancial.comJessica Powers
Administrative Assistant, Marketing
j**@madronafinancial.comTammy Coffing
Client Services Representative
t**@madronafinancial.comGabrielle Schmidt
Project Intern
g**@madronafinancial.comCarolyn Breland
Manager, Operations
c**@madronafinancial.comJoel Maher
Investment Advisor & Representative
j**@madronafinancial.comJolene Steen
Operations
j**@madronafinancial.comNicole Zitnik
Marketing Coordinator
n**@madronafinancial.comG Score - 3
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.
- G5 Variance of revenue growth is less than the industry average
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
3.3 M
-
Page views per visitor
2.0
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Daily time
2:28
Location
Unlock unlimited leads
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Key Information
- Name: Madrona Financial Services , LLC
- Category: Investment management
- Industry: Financial Planner
See similar companies
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By City Everett Small Financial Planner in Everett Mid-size Financial Planner in Everett Investment management in Everett Small Investment management in Everett Mid-size Investment management in Everett
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By State WA Small companies in WA Investment management in WA Small Investment management in WA Mid-size Investment management in WA Small Financial Planner in WA Mid-size Financial Planner in WA
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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 3 Founded in 1999 #Finance General #Finance
Frequently Asked Questions
Madrona Financial Services , LLC's headquarters are located at 2911 Bond St. #200 Everett, WA 98201.
Madrona Financial Services , LLC's official website is madronafinancial.com
Madrona Financial Services , LLC's annual revenue is $10.2 M.
Madrona Financial Services , LLC has 30 employees
Madrona Financial Services , LLC is in the industry of Investment management.
