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Monticello Wealth Management

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Monticello Wealth Management in San Antonio, TX

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Summary

Monticello Wealth Management logo
Name
Monticello Wealth Management
Year founded
2015
Description

At Monticello Wealth Management, we start by listening. Our approach is comprehensive, nuanced, and tailored to fit your personal circumstances.

Strengths
  • Monticello Wealth Management 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 Monticello Wealth Management was founded, the company has grown faster than the industry average
Weaknesses

Annual Revenue

$7631000

Revenue per employee

$
218028

Variance of revenue growth

0.0

Annual revenue growth since founding

$
1526200

Revenue growth rate from first known quarter to current

52.6 %

Employee Count

35 employees

Employee growth rate from first known quarter to current

40.0 %

G Score

G Score

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

continent
location

1777 NE Loop 410, Ste. 200 
San Antonio, TX  78217

Ideal Fit Acquirer

Best Private Equity firm

ARC Industries, Inc.

Kona Equity can help connect Monticello Wealth Management to ARC Industries, Inc. to discuss future partnerships, facilitate mergers and acquisitions conversations, financing events, and thoughts on the future.

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Key Information

Name:

Monticello Wealth Management

Tags:

Investment Banking; Finance

Website:

https://www.monticellowealth.com

Industry:

Consultant

SIC:

62

NAICS:

523; 52