Summary
Oak Tree Financial
Founded in 2002
Description
Oak Tree Financial is a financial planning company that focuses on helping clients make smarter financial decisions to achieve their short and long term goals. They provide personalized financial plans based on rigorous professional standards and offer...
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- Oak Tree Financial 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
Oak Tree Financial's annual revenue
$4657000
Based on Kona Equity data
-
Revenue per employee
$776167
-
Variance of revenue growth
0.5
-
Annual revenue growth since founding
$211682
-
Revenue growth rate from first known quarter to current
-79.7%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
-81.5%
Executives
Kendra Snyder
Financial Consultant
k**@oaktreefinancial.caHenry Philip
Owner
h**@oaktreefinancial.caRichelle Smith
Support Advisor & Manager
r**@oaktreefinancial.caNathan Bramhill
Member, Team
n**@oaktreefinancial.caLluliana Marin
Payroll Clerk
l**@oaktreefinancial.caRon Willis
Financial Planner
r**@oaktreefinancial.caTrent Stanley
Financial Advisor & Branch Manager
t**@oaktreefinancial.caElizabeth Hawkins
Manager, Income Tax
e**@oaktreefinancial.caMary Wooddisse
Financial Consultant
m**@oaktreefinancial.caG 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: Oak Tree Financial
- Category: Investment management
- Industry: Financial Consultant
- SIC: 62
- NAICS: 523; 52393
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Firmographic data G Score of 1 Founded in 2002 SIC: 62 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
Oak Tree Financial's headquarters are located at 406 Wallace Ave North Listowel, Ontario N4W 1L3.
Oak Tree Financial's official website is oaktreefinancial.ca
Oak Tree Financial's annual revenue is $4.7 M.
Oak Tree Financial's SIC: 62
Oak Tree Financial's NAICS: 523; 52393.
Oak Tree Financial has 6 employees
Oak Tree Financial is in the industry of Investment management.
