Summary
Plan&Act Inc
Founded in 2008
Description
Plan & Act is a Fee only financial planning service that offers independent money management. We are a Registered Investment Advisor. We maintain a fiduciary relationship with our clients and assume a legal duty to place your interests ahead of our own...
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- Plan&Act Inc has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Since Plan&Act Inc was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Plan&Act Inc's annual revenue
$1323000
Based on Kona Equity data
-
Revenue per employee
$330750
-
Annual revenue growth since founding
$82688
-
Revenue growth rate from first known quarter to current
-82.2%
Employee Count
4 employees
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Employee growth rate from first known quarter to current
-82.4%
Executives
David Ron
No Title Available
d**@planandact.comHenry Gibson
Financial Coach & Investment Advisor
h**@planandact.comEldad Taub
Co-Founder and Bizdev
e**@planandact.comChristopher Tanner
Team Advisor
c**@planandact.comG Score - 1
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.
- G2 Income per employee more than industry average.
Location
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Key Information
- Name: Plan&Act Inc
- Category: Investment management
- Industry: Chamber of Commerce
- SIC: 62; 6211
- NAICS: 523; 52
See similar companies
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By City Buena Vista Small Chamber of Commerce in Buena Vista Mid-size Chamber of Commerce in Buena Vista Investment management in Buena Vista Small Investment management in Buena Vista Mid-size Investment management in Buena Vista
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By State CO Small companies in CO Investment management in CO Small Investment management in CO Mid-size Investment management in CO Small Chamber of Commerce in CO Mid-size Chamber of Commerce in CO
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Chamber of Commerce Small Chamber of Commerce Mid-size Chamber of Commerce Investment management and Chamber of Commerce
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Firmographic data G Score of 1 Founded in 2008 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Plan&Act Inc's headquarters are located at 912 South Main St. Buena Vista, CO 81211.
Plan&Act Inc's official website is planandact.com
Plan&Act Inc's annual revenue is $1.3 M.
Plan&Act Inc's SIC: 62; 6211
Plan&Act Inc's NAICS: 523; 52.
Plan&Act Inc has 4 employees
Plan&Act Inc is in the industry of Investment management.
