Summary

Paceline Wealth Management LLC

Founded in 2017

Description

Paceline Wealth Management, LLC is an investment advisor serving the Boston area that specializes in managing clients investment portfolios, providing financial planning services, and helping clients manage their stock-based compensation. They offer t...

Strengths

  • Paceline Wealth Management LLC has a strong market share in their industry
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Since Paceline Wealth Management LLC was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Variance of revenue growth is more than the industry average

Annual Revenue

Paceline Wealth Management LLC's annual revenue

$1074000

Based on Kona Equity data

  • Revenue per employee

    $1074000

  • Variance of revenue growth

    23.72

  • Annual revenue growth since founding

    $153429

  • Revenue growth rate from first known quarter to current

    437.0%

Employee Count

1 employees

  • Employee growth rate from first known quarter to current

    400.0%

Executives

Jeremy Bohne

Principal and Founder

j**@pacelinewealth.com

G Score - 4

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.
  • 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.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

50 Milk St., 15th Fl. 16th Floor
Boston, MA  02110

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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 Paceline Wealth Management LLC.

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Frequently Asked Questions

Where is Paceline Wealth Management LLC located?

Paceline Wealth Management LLC's headquarters are located at 50 Milk St., 15th Fl. 16th Floor Boston, MA  02110.


What is Paceline Wealth Management LLC's official website?

Paceline Wealth Management LLC's official website is pacelinewealth.com


What is Paceline Wealth Management LLC's revenue?

Paceline Wealth Management LLC's annual revenue is $1.1 M.


What is Paceline Wealth Management LLC's SIC code?

Paceline Wealth Management LLC's SIC: 62


What is Paceline Wealth Management LLC's NAICS code?

Paceline Wealth Management LLC's NAICS: 523; 52.


How many employees does Paceline Wealth Management LLC's have?

Paceline Wealth Management LLC has 1 employees


What industry does Paceline Wealth Management LLC belong to?

Paceline Wealth Management LLC is in the industry of Investment management.

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