Summary

Per Stirling

Founded in 2009

Description

Per Stirling is a financial advisory firm based in Austin and Dallas. They are known for their award-winning ethics and highly credentialed team of financial advisors. Their services include wealth management, portfolio management, and financial planni...

Strengths

  • Per Stirling 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 Per Stirling was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Web traffic rankings are worse than the industry average

Annual Revenue

Per Stirling's annual revenue

$5077000

Based on Kona Equity data

  • Revenue per employee

    $230773

  • Variance of revenue growth

    0.07

  • Annual revenue growth since founding

    $338467

  • Revenue growth rate from first known quarter to current

    -26.4%

Employee Count

22 employees

  • Employee growth rate from first known quarter to current

    -31.6%

Executives

Alan Jacobs

Comptroller

a**@perstirling.com

Ellie Simpson

Administrative Specialist

e**@perstirling.com

Gary Montgomery

Partner and Financial Advisor

g**@perstirling.com

Mary Miller

Partner& Financial Advisor

m**@perstirling.com

Richard Hallum

Partner& Financial Advisor

r**@perstirling.com

Larry Saunders

Partner

l**@perstirling.com

Hannah Simpson

Operations Specialist

h**@perstirling.com

Crystal Bowers

Administrative Team Manager

c**@perstirling.com

John O'Sullivan

Director

j**@perstirling.com

Katherine Zamora

Director, Brokerage Operations

k**@perstirling.com

Ryan Joyce

Partner and Financial Advisor

r**@perstirling.com

Amber Bell

Senior Manager, Compliance

a**@perstirling.com

Alison Miller

Client Service Associate

a**@perstirling.com

Rachel Hurley

Operations Specialist

r**@perstirling.com

Robert Phipps

Director

r**@perstirling.com

Kim Ray

Community& Client Ambassador

k**@perstirling.com

Nathan Trenholm

Financial Advisor

n**@perstirling.com

Julie Nielsen

Operations Specialist

j**@perstirling.com

Taylor Peterson

Compliance Specialist

t**@perstirling.com

Deanna Williams

Operations Specialist

d**@perstirling.com

Michael Katrein

Financial Advisor

m**@perstirling.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.

Web Analysis

  • Rank

    6.32 M

  • Page views per visitor

    2.0

  • Daily time

    -

Location

4800 Bee Caves Rd. 
Austin, TX  78746

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Key Information

  • SIC: 6211; 621
  • NAICS: 523; 5231
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 Per Stirling.

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Frequently Asked Questions

Where is Per Stirling located?

Per Stirling's headquarters are located at 4800 Bee Caves Rd.  Austin, TX  78746.


What is Per Stirling's official website?

Per Stirling's official website is perstirling.com


What is Per Stirling's revenue?

Per Stirling's annual revenue is $5.1 M.


What is Per Stirling's SIC code?

Per Stirling's SIC: 6211; 621


What is Per Stirling's NAICS code?

Per Stirling's NAICS: 523; 5231.


How many employees does Per Stirling's have?

Per Stirling has 22 employees


What industry does Per Stirling belong to?

Per Stirling is in the industry of Investment management.

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