Summary
McClellan Wealth
Founded in 1972
Description
McClellan Wealth Management is a boutique financial planning and investment advisory firm that specializes in tailored wealth management solutions. Learn more now.
Strengths
- 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
- McClellan Wealth has a very small market share in their industry
Annual Revenue
McClellan Wealth's annual revenue
$1094000
Based on Kona Equity data
-
Revenue per employee
$273500
-
Variance of revenue growth
0.35
-
Annual revenue growth since founding
$21038
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Revenue growth rate from first known quarter to current
-67.8%
Employee Count
4 employees
-
Employee growth rate from first known quarter to current
-70.6%
Executives
Manda Oconnell
Client Associate
m**@mcclellanwealth.comJoshua Slocum
Financial Advisor
j**@mcclellanwealth.comFrieda Duncan
Administrator
f**@mcclellanwealth.comG Score - 4
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.
- 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: McClellan Wealth
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Birmingham Small Financial Planner in Birmingham Mid-size Financial Planner in Birmingham
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By State AL Small companies in AL Small Financial Planner in AL Mid-size Financial Planner in AL
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
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Firmographic data G Score of 4 Founded in 1972 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
McClellan Wealth's headquarters are located at 3300 Cahaba Rd. Ste. 216 Birmingham, AL 35223.
McClellan Wealth's official website is mcclellanwealth.com
McClellan Wealth's annual revenue is $1.1 M.
McClellan Wealth's SIC: 62
McClellan Wealth's NAICS: 523; 52.
McClellan Wealth has 4 employees
