Summary
Meritage Financial Strategies LLC
Founded in 2006
Description
Meritage Financial Strategies LLC is a financial planning firm that helps clients set attainable financial goals, manage risks, and make informed decisions. They believe in goals-based investing and use personalized benchmarks to track progress. The co...
Strengths
- Meritage Financial Strategies LLC 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 Meritage Financial Strategies LLC was founded, the company has grown faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
Annual Revenue
Meritage Financial Strategies LLC's annual revenue
$1230000
Based on Kona Equity data
-
Revenue per employee
$205000
-
Variance of revenue growth
0.56
-
Annual revenue growth since founding
$68111
-
Revenue growth rate from first known quarter to current
-72.0%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-73.9%
Executives
Jena Spatkowski
Client Services Associate
j**@meritagefs.comAmie Brower
Director, Financial Planning
a**@meritagefs.comDavid Battle
Wealth Preservation Specialist
d**@meritagefs.comJennifer Hardy
Client Services Associate
j**@meritagefs.comColette Gregoire
Client Services Associate
c**@meritagefs.comCy Hess
Farmington Office and Mailing Address
c**@meritagefs.comBrett Wentzell
Wealth Management Advisor & Manager, Practice
b**@meritagefs.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
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Key Information
- Name: Meritage Financial Strategies LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 5 Founded in 2006 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Meritage Financial Strategies LLC's headquarters are located at 447 Naubuc Ave. Ste. 111 111 Glastonbury, CT 06033.
Meritage Financial Strategies LLC's official website is meritagefs.com
Meritage Financial Strategies LLC's annual revenue is $1.2 M.
Meritage Financial Strategies LLC's SIC: 62
Meritage Financial Strategies LLC's NAICS: 523; 52.
Meritage Financial Strategies LLC has 6 employees
Meritage Financial Strategies LLC is in the industry of Investment management.
