Summary
Portfolio Solutions
Founded in 2012
Description
Liberty Wealth Advisors is an independent financial planning and Investment management company based in Stamford, CT
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
Annual Revenue
Portfolio Solutions's annual revenue
$6815000
Based on Kona Equity data
-
Revenue per employee
$309773
-
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
22 employees
-
Employee growth rate from first known quarter to current
36.4%
Executives
John Bergmann
President
j**@portfoliosolutions.comAnthony Watson
Chief Investment Officer
a**@portfoliosolutions.comBill Lipschutz
Founder & Director
b**@portfoliosolutions.comSuzana Bogoevska
Director, Wealth Planning
s**@portfoliosolutions.comJack Gaston
President
j**@portfoliosolutions.comGlen Peterson
Owner
g**@portfoliosolutions.comHeather Hobbs
Md, Head
h**@portfoliosolutions.comJohnny Yong
Director
j**@portfoliosolutions.comAntonio Dayhoff
Portfolio Coordinator
a**@portfoliosolutions.comGary Brancaleone
Senior Investment Specialist
g**@portfoliosolutions.comIva Tanaki
Team Leader
i**@portfoliosolutions.comMaxime Gauvin
Account Specialist
m**@portfoliosolutions.comDomineke Robinson
Lease Administrator
d**@portfoliosolutions.comJeffrey Grider
Director, Lease Administration
j**@portfoliosolutions.comPaul Dalpiaz
Chief Information Officer
p**@portfoliosolutions.comBrad Cox
Director, Operations
b**@portfoliosolutions.comRyan Parry
Programme Delivery Head
r**@portfoliosolutions.comKristina Gatt
CEO
k**@portfoliosolutions.comKristi Mccullum
Account Manager
k**@portfoliosolutions.comTony Brumley
Chief Technology Officer & Manager, Information Security
t**@portfoliosolutions.comTeresa Oglesby
Account Manager
t**@portfoliosolutions.comAshley Hines
Client Relationship Manager
a**@portfoliosolutions.comShannon Mandell
Client Relationship Manager
s**@portfoliosolutions.comPhone Solutions
Chief Executive Officer
p**@portfoliosolutions.comG 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
Unlock unlimited leads
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Key Information
- Name: Portfolio Solutions
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 67; 672
- NAICS: 5259; 523910
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Firmographic data G Score of 7 Founded in 2012 SIC: 67 SIC: 672 NAICS: 5259 NAICS: 523910 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Portfolio Solutions's headquarters are located at 900 Wilshire Dr, Ste 200 Troy, MI 48084.
Portfolio Solutions's official website is portfoliosolutions.com
Portfolio Solutions's annual revenue is $6.8 M.
Portfolio Solutions's SIC: 67; 672
Portfolio Solutions's NAICS: 5259; 523910.
Portfolio Solutions has 22 employees
Portfolio Solutions is in the industry of Professional training & coaching.
