Summary

Money Managers Inc

Description

Money Managers, Inc. Financial advisors, retirement planning, financial planning, wealth management. Offices in California and Nevada.

Strengths

  • Revenue generated per employee is greater than industry average
  • Since Money Managers Inc was founded, the company has grown faster than the industry average

Weaknesses

  • Money Managers Inc 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
  • Variance of revenue growth is more than the industry average

Annual Revenue

Money Managers Inc's annual revenue

$2449000

Based on Kona Equity data

  • Revenue per employee

    $244900

  • Variance of revenue growth

    100.11

  • Annual revenue growth since founding

    $2041636

  • Revenue growth rate from first known quarter to current

    -8.3%

Employee Count

10 employees

  • Employee growth rate from first known quarter to current

    -14.3%

Executives

Marc Aarons

President

m**@ocmoneymanagers.com

Chetan Tandon

Money Managers

c**@ocmoneymanagers.com

Patrick Mcfall

President

p**@ocmoneymanagers.com

Digna Lacuanan

CEO

d**@ocmoneymanagers.com

Tatva Agrawal

Assistant

t**@ocmoneymanagers.com

Janet Smith

Vice President, Secretary and Chief Compliance Officer

j**@ocmoneymanagers.com

Janice Flanigan

Manager, Financial Planners & Wealth

j**@ocmoneymanagers.com

Kushal Shah

Founding Partner

k**@ocmoneymanagers.com

Robert Crum

Managing Partner

r**@ocmoneymanagers.com

Vinayak Patange

Business Partner

v**@ocmoneymanagers.com

Warren Lovell

Owner

w**@ocmoneymanagers.com

Sean Tremblay

Vice President

s**@ocmoneymanagers.com

Sushil Yadav

Field Executive

s**@ocmoneymanagers.com

Ashish Matawala

Aim For More

a**@ocmoneymanagers.com

Tat Morgan

Entreprenuer

t**@ocmoneymanagers.com

Bob Niemiec

Financial Advisor

b**@ocmoneymanagers.com

Rahul Choudhary

Financial Advisor

r**@ocmoneymanagers.com

Phone Managers

Chief Executive Officer

p**@ocmoneymanagers.com

G Score - 2

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.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

438 E. Katella Ave. #217 
Orange, CA  92867

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Key Information

  • SIC: 87; 874
  • NAICS: 5416; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Money Managers Inc.

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Frequently Asked Questions

Where is Money Managers Inc located?

Money Managers Inc's headquarters are located at 438 E. Katella Ave. #217  Orange, CA  92867.


What is Money Managers Inc's official website?

Money Managers Inc's official website is ocmoneymanagers.com


What is Money Managers Inc's revenue?

Money Managers Inc's annual revenue is $2.4 M.


What is Money Managers Inc's SIC code?

Money Managers Inc's SIC: 87; 874


What is Money Managers Inc's NAICS code?

Money Managers Inc's NAICS: 5416; 523.


How many employees does Money Managers Inc's have?

Money Managers Inc has 10 employees


What industry does Money Managers Inc belong to?

Money Managers Inc is in the industry of Financial services.

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