Summary
Pence Wealth Management
Founded in 1984
Description
Pence Wealth Management is one of Southern Californias Premier Comprehensive Financial Services Firms. With more than 30 years of experience, our team has built an investment philosophy based on how human behavior translates to economic activity. Coll...
Strengths
- Pence Wealth Management 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 Pence Wealth Management 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
- Variance of revenue growth is more than the industry average
Annual Revenue
Pence Wealth Management's annual revenue
$6051000
Based on Kona Equity data
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Revenue per employee
$355941
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Variance of revenue growth
0.68
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Annual revenue growth since founding
$151275
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Revenue growth rate from first known quarter to current
16.4%
Employee Count
17 employees
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Employee growth rate from first known quarter to current
7.7%
Executives
Katie Childs
Relationship Manager
k**@pencewealthmanagement.comRobert Mustafa
Financial Advisor
r**@pencewealthmanagement.comAmy Winkler
Relationship Manager
a**@pencewealthmanagement.comRichard Sorensen
Financial Consultant - LPL Financial
r**@pencewealthmanagement.comSarah Houston
Client Service Specialist
s**@pencewealthmanagement.comChad Krieg
Senior Analyst
c**@pencewealthmanagement.comLinh Pollack
Executive Assistant
l**@pencewealthmanagement.comShannon Collins
Relationship Manager
s**@pencewealthmanagement.comG 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.
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
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Rank
1.96 M
Location
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Key Information
- Name: Pence Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 87; 874
- NAICS: 561110; 5259
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Firmographic data G Score of 5 Founded in 1984 SIC: 87 SIC: 874 NAICS: 561110 NAICS: 5259 #Investment Banking #Finance
Frequently Asked Questions
Pence Wealth Management's headquarters are located at 5000 Birch St, #8000 8000 Newport Beach, CA 92660.
Pence Wealth Management's official website is pencewealthmanagement.com
Pence Wealth Management's annual revenue is $6.1 M.
Pence Wealth Management's SIC: 87; 874
Pence Wealth Management's NAICS: 561110; 5259.
Pence Wealth Management has 17 employees
Pence Wealth Management is in the industry of Investment management.