Summary

Newton One Advisors LLC

Founded in 1999

Description

Newton One, LLC is a Life Insurance Advisory firm for affluent clients and their advisors in the areas of risk management, wealth transfer and business succession planning. We were founded on the premise that advocacy and independence are paramount to ...

Strengths

  • Newton One Advisors LLC 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

Weaknesses

  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Since Newton One Advisors LLC was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Newton One Advisors LLC's annual revenue

$3878000

Based on Kona Equity data

  • Revenue per employee

    $215444

  • Variance of revenue growth

    0.14

  • Annual revenue growth since founding

    $203000

  • Revenue growth rate from first known quarter to current

    -55.1%

Employee Count

18 employees

  • Employee growth rate from first known quarter to current

    -59.6%

Executives

Tom Hollinger

President & Chief Executive Officer

t**@newtonone.com

Stephen Target

Chief Financial Officer

s**@newtonone.com

Scott Snyder

Managing Partner

s**@newtonone.com

Sarbajit Datta

Executive Vice President

s**@newtonone.com

Gayla Reynolds

Director, Advanced Case Design

g**@newtonone.com

David Riebe

Director, Business Development

d**@newtonone.com

Brittany Vavala

Customer Service Representative

b**@newtonone.com

Brian Schumke

Vice President

b**@newtonone.com

Jennifer Hickman

Director, Investment Operations

j**@newtonone.com

Jonathan Jacobs

Partner

j**@newtonone.com

Mark Singer

Benefits Executive & Consultant

m**@newtonone.com

Cathy Maynard

Director, Underwriting & Customer Service

c**@newtonone.com

Kathy Eveland

Director, Operations

k**@newtonone.com

Susan Parlier

Underwriter

s**@newtonone.com

Maria Herrera

Retirement Plan Associate

m**@newtonone.com

Cheri Breuer

Investment Associate

c**@newtonone.com

G Score - 3

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

Location

131 Continental Dr. 
Newark, DE  19713

Unlock unlimited leads

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

Similar Companies

DeMarche Associates Inc

demarche.com
  • Founded in 1974
  • Location: Merriam, KS
  • Annual Revenue: $855.0K
  • Employees: 7
  • DeMarche provides institutional investment solutions to corporations, retirement funds, endowments, foundations, and public funds. DeMarche is driven by proprietary research aimed at improving our clients bottom line. We focus our research efforts on ...

Janiczek & Company Ltd

janiczek.com
  • Founded in 1990
  • Location: Denver, CO
  • Annual Revenue: $3.7M
  • Employees: 13
  • Janiczek Wealth Management is a nationally recognized financial advisor firm based in Denver, Colorado. With over 30 years of experience, we specialize in providing personalized financial planning, tax strategies, and investment management services to ...

Capital Planning LLC

capitalplanningpartners.com
  • Founded in 2003
  • Location: San Jose, CA
  • Annual Revenue: $6.0M
  • Employees: 13
  • Capital Planning Partners is a leading wealth management firm focused on providing integrated solutions for private and corporate clients. We assist affluent families, corporate executives, and business owners achieve their wealth accumulation, wealth ...

Mayflower Advisors , LLC-Boston

mayfloweradvisors.com
  • Founded in 2005
  • Location: Boston, MA
  • Annual Revenue: $4.3M
  • Employees: 24
  • Mayflower Advisors, LLC is an independent investment and financial advisory firm with offices in Boston and Westborough, Massachusetts. We provide unbiased, full-service consulting and comprehensive, customized wealth management strategies to individuals, companies and non-profit organizations.

Arca Financial Group

arcafinancial.com
  • Founded in 1999
  • Location: Waterloo, Ontario
  • Annual Revenue: $5.2M
  • Employees: 10
  • financial planning, financial, estate planning, tax and estate planning, wealth management, wealth, business succession planning, sucession planning, investment portfolios, client services, retirement planning, life insurance, group benefits

HFG Wealth Management LLC

hfgwm.com
  • Founded in 2008
  • Location: The Woodlands, TX
  • Annual Revenue: $4.8M
  • Employees: 22
  • HFG Wealth Management is Home to First Class Financial Advisors in The Woodlands, TX. We Specialize in Retirement Planning and Wealth Management. Schedule a Free Review Today!

Key Information

  • NAICS: 5416; 541
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 Newton One Advisors LLC.

See similar companies

Frequently Asked Questions

Where is Newton One Advisors LLC located?

Newton One Advisors LLC's headquarters are located at 131 Continental Dr.  Newark, DE  19713.


What is Newton One Advisors LLC's official website?

Newton One Advisors LLC's official website is newtonone.com


What is Newton One Advisors LLC's revenue?

Newton One Advisors LLC's annual revenue is $3.9 M.


What is Newton One Advisors LLC's NAICS code?

Newton One Advisors LLC's NAICS: 5416; 541.


How many employees does Newton One Advisors LLC's have?

Newton One Advisors LLC has 18 employees


What industry does Newton One Advisors LLC belong to?

Newton One Advisors LLC is in the industry of Insurance.

Next step

Visitors review