Summary
Milestone Wealth Management
Founded in 1993
Description
INVESTED IN BUSINESS OWNERS Milestone is a preeminent wealth advisory firm in Western Canada catering to independent business owners.
Strengths
- Milestone Wealth Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since Milestone Wealth Management was founded, the company has grown faster than the industry average
Weaknesses
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
Milestone Wealth Management's annual revenue
$2089000
Based on Kona Equity data
-
Revenue per employee
$348167
-
Variance of revenue growth
0.08
-
Annual revenue growth since founding
$67387
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Revenue growth rate from first known quarter to current
-20.5%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-28.3%
Executives
Ashley Ralston
Branch Administrator
a**@milestonewealth.caShawn Boos
Investment Advisor & Portfolio Manager
s**@milestonewealth.caSteve Booker
Managing Partner, CCO
s**@milestonewealth.caSteve Nielsen
Portfolio Manager & Managing Director
s**@milestonewealth.caRon Sala
Co-Founder
r**@milestonewealth.caSaewon Oh
Manager, Real Estate Fund
s**@milestonewealth.caGregorio Rodriguez
Asset Alocation
g**@milestonewealth.caG 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.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Milestone Wealth Management
- Category: Financial services
- Industry: Financial consultant
- SIC: 62; 6211
- NAICS: 523; 52
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Firmographic data G Score of 4 Founded in 1993 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Milestone Wealth Management's headquarters are located at 322 - 11th Ave SW , #207 Calgary, Alberta T2R 0C5.
Milestone Wealth Management's official website is milestonewealth.ca
Milestone Wealth Management's annual revenue is $2.1 M.
Milestone Wealth Management's SIC: 62; 6211
Milestone Wealth Management's NAICS: 523; 52.
Milestone Wealth Management has 6 employees
Milestone Wealth Management is in the industry of Financial services.
