Summary

Portfolio Solutions

Founded in 1999

Description

An investment management services company that captures stock and bond market returns at the lowest possible cost using index-based investments.

Strengths

  • Portfolio Solutions has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • 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 Portfolio Solutions was founded, the company has grown faster than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • N/A

Annual Revenue

Portfolio Solutions's annual revenue

$6649000

Based on Kona Equity data

  • Revenue per employee

    $222000

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $289086

  • Revenue growth rate from first known quarter to current

    75.0%

Employee Count

30 employees

  • Employee growth rate from first known quarter to current

    36.4%

Executives

John Bergmann

President

j**@portfoliosolutions.com

Anthony Watson

Chief Investment Officer

a**@portfoliosolutions.com

Bill Lipschutz

Founder & Director

b**@portfoliosolutions.com

Suzana Bogoevska

Director, Wealth Planning

s**@portfoliosolutions.com

Jack Gaston

President

j**@portfoliosolutions.com

Glen Peterson

Owner

g**@portfoliosolutions.com

Heather Hobbs

Md, Head

h**@portfoliosolutions.com

Johnny Yong

Director

j**@portfoliosolutions.com

Antonio Dayhoff

Portfolio Coordinator

a**@portfoliosolutions.com

Gary Brancaleone

Senior Investment Specialist

g**@portfoliosolutions.com

G Score - 7

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.
  • G2 Income per employee more than industry average.
  • 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

    3.19 M

Location

900 Wilshire Dr, Ste 200 STE 200
Troy, MI  48084

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Key Information

  • Name: Portfolio Solutions
  • Industry: Financial Planner
  • SIC: 67; 672
  • NAICS: 5259; 523910
  • 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 Portfolio Solutions.

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