Summary
Moonstone Asset Management Inc
Founded in 2008
Description
Moonstone Asset Management is a Registered Investment Advisory firm founded in 2008. Located in Northbrook, Illinois, we manage custom tailored investment portfolios for individuals looking to secure their financial future. If you are just starting out or a seasoned investor, our unique investment approach is derived from a disciplined and transparent investment process. At Moonstone we take pride in building a relationship that provides clear, unbiased financial advice with a commitment to YOUR success. We only work for you and do not receive commissions, hidden fees or other third-party incentives. Our compensation is straightforward, based purely on account size and strategy. No two accounts are the same and each account is handled individually. We do not custody assets. We work with outside custodians to deliver transparent reporting. Our philosophy is based on long-term investment success. Our firm is built on investing in proven strategies, not the latest fads or innovations. Our goal is to help you achieve financial security. We develop a comprehensive investment strategy tailored to your needs. We provide 401(k) retirement plan programs for businesses, institutions and foundations. We add value through outstanding service, attention to detail, and disciplined long-term thinking. Moonstone Asset Management is certified by the State of Illinois as a Female Business Enterprise (FBE) and by Cook County as a Women Owned Business Enterprise (WBE).
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- Moonstone Asset Management 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
Moonstone Asset Management Inc's annual revenue
$1279000
Based on Kona Equity data
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Revenue per employee
$255800
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Variance of revenue growth
7.17
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Annual revenue growth since founding
$79938
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Revenue growth rate from first known quarter to current
-70.0%
Employee Count
5 employees
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Employee growth rate from first known quarter to current
-72.7%
Executives
Linda Rukin
Manager, Client Relationship
l**@moonstoneasset.comDebra Hokin
Director, Marketing & Operations
d**@moonstoneasset.comDebra Meyer
Director, Operations
d**@moonstoneasset.comDavid Podber
Portfolio Manager
d**@moonstoneasset.comBrad Price
Portfolio Consultant
b**@moonstoneasset.comG Score - 1
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.
Location
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Key Information
- Name: Moonstone Asset Management Inc
- Category: Professional training & coaching
- Industry: Investment Service
- SIC: 62; 6211
- NAICS: 523; 52
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Firmographic data G Score of 1 Founded in 2008 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Moonstone Asset Management Inc's headquarters are located at 707 Skokie Blvd. Ste. 520 Northbrook, IL 60062.
Moonstone Asset Management Inc's official website is moonstoneasset.com
Moonstone Asset Management Inc's annual revenue is $1.3 M.
Moonstone Asset Management Inc's SIC: 62; 6211
Moonstone Asset Management Inc's NAICS: 523; 52.
Moonstone Asset Management Inc has 5 employees
Moonstone Asset Management Inc is in the industry of Professional training & coaching.