Summary
Partnervest Financial Group
Founded in 2001
Description
Partnervest provides broker dealer services, backoffice operations compliance, and investment management services for Registered Investment Advisors, ...
Strengths
- Partnervest Financial Group 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 Partnervest Financial Group was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Partnervest Financial Group's annual revenue
$3896000
Based on Kona Equity data
-
Revenue per employee
$259733
-
Variance of revenue growth
0.16
-
Annual revenue growth since founding
$169391
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Revenue growth rate from first known quarter to current
-15.2%
Employee Count
15 employees
-
Employee growth rate from first known quarter to current
-9.5%
Executives
Lisa Harline
Chief Financial Officer
l**@partnervest.comMichael Maffia
Chief Business Officer
m**@partnervest.comCarolyn Bishop
Partner Director of Financiai Planning
c**@partnervest.comJohn Lewis
Director, Information Technology
j**@partnervest.comAngie Chen
Director, Operations
a**@partnervest.comMarcy Burton
Managing Partner
m**@partnervest.comMeriann Zuk
Partner and Advisor
m**@partnervest.comGunnar Sunstrom
Chief Financial Officer
g**@partnervest.comMary-Lyn Hyman
Office Manager
m**@partnervest.comTreven Yothers
Client Services Associate
t**@partnervest.comLiz Berg
Manager, Trading Department
l**@partnervest.comGary Strom
Financial Planner
g**@partnervest.comG Score - 6
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.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
3.08 M
-
Daily time
7:08
Location
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Key Information
- Name: Partnervest Financial Group
- Category: Financial services
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 523; 52311
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Firmographic data G Score of 6 Founded in 2001 SIC: 62 SIC: 628 NAICS: 523 NAICS: 52311 #Brokerage #Finance
Frequently Asked Questions
Partnervest Financial Group's headquarters are located at 360 S Hope Ave, C-210 Santa Barbara, CA 93105.
Partnervest Financial Group's official website is partnervest.com
Partnervest Financial Group's annual revenue is $3.9 M.
Partnervest Financial Group's SIC: 62; 628
Partnervest Financial Group's NAICS: 523; 52311.
Partnervest Financial Group has 15 employees
Partnervest Financial Group is in the industry of Financial services.
