Summary

Monolithe Group

Founded in 1982

Description

Jane An is a financial services company based in Newport Beach, California. They provide a range of financial products and services to individuals and businesses. Their team of experienced financial professionals offers personalized investment advice, ...

Strengths

  • Monolithe Group 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
  • Revenue growth is more steady than the industry average
  • Since Monolithe Group was founded, the company has grown faster than the industry average

Annual Revenue

Monolithe Group's annual revenue

$7269000

Based on Kona Equity data

  • Revenue per employee

    $242300

  • Variance of revenue growth

    0.08

  • Annual revenue growth since founding

    $173071

  • Revenue growth rate from first known quarter to current

    35.5%

Employee Count

30 employees

  • Employee growth rate from first known quarter to current

    23.5%

Executives

Daniela Aljawad

Director, Client Services

d**@monolithegroup.com

Jane An

Wealth Advisor

j**@monolithegroup.com

G Score - 6

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.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

4340 Von Karman Ave. Ste. 200 200
Newport Beach, CA  92660

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

FMG Suite

iws.one
  • Location: Knoxville, TN
  • Annual Revenue: $10.0M
  • Employees: 59
  • Securities offered through Woodbury Financial Services, member FINRA/SIPC. Other entities listed are not affiliated. See website for important disclosures.

KASE Wealth Advisors

kasewealthadvisors.com
  • Founded in 2014
  • Location: Tampa, FL
  • Annual Revenue: $1.3M
  • Employees: 18
  • KASE Wealth Advisors was founded with the goal of assisting clients with all aspects of their financial lives. We provide a comprehensive approach with personalized service earning us a reputation of trust in the community. Working closely with clients...

Dault Financial

daultfinancial.com
  • Location: Murphy, TX
  • Annual Revenue: $14.9M
  • Employees: 70
  • Dault Financial is a financial advisory firm based in Murphy, TX. They specialize in investment planning, retirement planning, education planning, insurance, tax strategies, estate planning, risk management, and gifting strategies. With a focus on cust...

Gerhart Financial Services Inc

gerhartfinancial.com
  • Founded in 2003
  • Location: Lebanon, PA
  • Annual Revenue: $7.1M
  • Employees: 28

David Mullins Wealth Management

mullinswealth.com
  • Founded in 2014
  • Location: Richlands, VA
  • Annual Revenue: $6.5M
  • Employees: 24

Wealth Advisory Services

wealthadvisoryservices.com
  • Founded in 2003
  • Location: Doylestown, PA
  • Annual Revenue: $18.7M
  • Employees: 95
  • Wealth Advisory Services is an independent wealth advisory firm that provides comprehensive wealth management plans. They work with clients and their professional advisors to make the best use of their wealth and help them achieve their financial goals...

Key Information

  • SIC: 62
  • NAICS: 523; 52
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 Monolithe Group.

See similar companies

Frequently Asked Questions

Where is Monolithe Group located?

Monolithe Group's headquarters are located at 4340 Von Karman Ave. Ste. 200 200 Newport Beach, CA  92660.


What is Monolithe Group's official website?

Monolithe Group's official website is monolithegroup.com


What is Monolithe Group's revenue?

Monolithe Group's annual revenue is $7.3 M.


What is Monolithe Group's SIC code?

Monolithe Group's SIC: 62


What is Monolithe Group's NAICS code?

Monolithe Group's NAICS: 523; 52.


How many employees does Monolithe Group's have?

Monolithe Group has 30 employees


What industry does Monolithe Group belong to?

Monolithe Group is in the industry of Investment management.

Next step

Visitors review