Summary
Petersen Hastings
Founded in 1962
Description
Petersen Hastings is a fee-only, fiduciary advisory firm that provides investment management, retirement planning, financial planning, estate planning, tax planning, and charitable giving services to clients with complex financial needs.
Strengths
- Petersen Hastings 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
Weaknesses
- Revenue generated per employee is less than the industry average
- Since Petersen Hastings was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Petersen Hastings's annual revenue
$5216000
Based on Kona Equity data
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Revenue per employee
$260800
-
Variance of revenue growth
0.04
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Annual revenue growth since founding
$84129
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Revenue growth rate from first known quarter to current
-15.9%
Employee Count
20 employees
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Employee growth rate from first known quarter to current
-22.6%
Executives
Josh Beck
Financial Controller
j**@petersenhastings.comJeffrey Petersen
CEO
j**@petersenhastings.comBlaine Carr
Chief Compliance Officer & Chief Financial Officer & Corporate Secretary
b**@petersenhastings.comDiane Gaines
Director, Operations & Portfolio Administrator
d**@petersenhastings.comCameron Ridgeway
Involved Member of the Hastings Team
c**@petersenhastings.comKevin Mcvicker
Portfolio Analyst
k**@petersenhastings.comJason Plemons
Wealth Advisor
j**@petersenhastings.comAmy Bishop
Client Service Specialist
a**@petersenhastings.comJoshua Eslinger
Portfolio Analyst
j**@petersenhastings.comScott Sarber
President
s**@petersenhastings.comBrandan Eckhardt
Marketing Coordinator
b**@petersenhastings.comDonna Yakawich
Aif Wealth Advisor
d**@petersenhastings.comBen Tanke
Retirement Plans Advisor
b**@petersenhastings.comJohnny Keyes
Wealth Advisor
j**@petersenhastings.comLinda Russell
Office Manager
l**@petersenhastings.comPhone Hastings
Chief Executive Officer
p**@petersenhastings.comAna Torres
Receptionist
a**@petersenhastings.comLinda Kostenko
Bookkeeper
l**@petersenhastings.comG 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.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: Petersen Hastings
- Category: Investment management
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 523920
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Firmographic data G Score of 4 Founded in 1962 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 523920 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Petersen Hastings's headquarters are located at 8203 West Quinault Ave., Ste. 101 Kennewick, WA 99336.
Petersen Hastings's official website is petersenhastings.com
Petersen Hastings's annual revenue is $5.2 M.
Petersen Hastings's SIC: 6211; 621
Petersen Hastings's NAICS: 523; 523920.
Petersen Hastings has 20 employees
Petersen Hastings is in the industry of Investment management.
