Summary

Pacific Crest Financial

Founded in 2005

Description

Pacific Crest Financial is a premier provider of retirement, investment and insurance services. Our goal is to provide complete solutions, and help our clients in every aspect of their financial lives. We offer the most personal and comprehensive service available, thus earning us a reputation for excellence in our industry. We offer an entire spectrum of financial products and services. We do not work for any one particular Investment or Insurance Company and, as such, we are not induced to sell any "preferred" products or investments. Again, our clients are our first priority.

Strengths

  • Pacific Crest Financial 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
  • Revenue growth is more steady than the industry average
  • Since Pacific Crest Financial was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average

Annual Revenue

Pacific Crest Financial's annual revenue

$5236000

Based on Kona Equity data

  • Revenue per employee

    $476000

  • Variance of revenue growth

    0.01

  • Annual revenue growth since founding

    $275579

  • Revenue growth rate from first known quarter to current

    11.1%

Employee Count

11 employees

  • Employee growth rate from first known quarter to current

    4.2%

Executives

Gregory Mccloskey

Principal and Owner

g**@pacificcrestfinancial.com

G Score - 5

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.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

1600 Dove St. Ste. #250 #34
Newport Beach, CA  92660

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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 Pacific Crest Financial.

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Frequently Asked Questions

Where is Pacific Crest Financial located?

Pacific Crest Financial's headquarters are located at 1600 Dove St. Ste. #250 #34 Newport Beach, CA  92660.


What is Pacific Crest Financial's official website?

Pacific Crest Financial's official website is pacificcrestfinancial.com


What is Pacific Crest Financial's revenue?

Pacific Crest Financial's annual revenue is $5.2 M.


What is Pacific Crest Financial's SIC code?

Pacific Crest Financial's SIC: 62


What is Pacific Crest Financial's NAICS code?

Pacific Crest Financial's NAICS: 523; 52.


How many employees does Pacific Crest Financial's have?

Pacific Crest Financial has 11 employees

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