Summary
Poulos Advisors
Founded in 2007
Description
Poulos Advisors, Inc. is an independent wealth management firm that delivers comprehensive financial planning and investment management advice, serving as your dedicated partner to help build and protect your wealth. We strive to minimize conflicts of ...
Strengths
- Poulos Advisors has a strong market share in their industry
- Since Poulos Advisors was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Poulos Advisors's annual revenue
$1626000
Based on Kona Equity data
-
Revenue per employee
$180667
-
Annual revenue growth since founding
$93353
Employee Count
9 employees
Executives
Jen Abrahamovich
Office Manager
j**@poulosadvisors.comAdam Nilson
Financial Consulting
a**@poulosadvisors.comJennifer Mason
Office Manager
j**@poulosadvisors.comKyle Abrahamovich
President
k**@poulosadvisors.comG Score - 2
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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Bollin Wealth Management
bollinwealth.com- Founded in 2004
- Location: Perrysburg, OH
- Annual Revenue: $1.3M
- Employees: 5
- Bollin Wealth Management provides comprehensive wealth management solutions for all of your needs. Whether you need an independent financial planner to help you determine whether you are on the right track, or you require more "hands-on" help from a Registered Investment Advisor, Bollin Wealth Management has the exper…
Young Wealth Management
youngwm.com- Founded in 2000
- Location: Lighthouse Point, FL
- Annual Revenue: $1.1M
- Employees: 6
Stockade Wealth Management
stockadewealth.com- Founded in 2014
- Location: Fords, NJ
- Annual Revenue: $2.2M
- Employees: 7
- Located in Woodbridge Township, New Jersey, we serve a diverse client base across the U.S. and provide a holistic wealth management approach to investments and insurance to empower individuals and families to take control of their financial future. We ...
Waterford Advisors
waterfordadv.com- Founded in 1998
- Location: Orchard Park, NY
- Annual Revenue: $3.7M
- Employees: 14
- Waterford Advisors specializes in financial planning, investments, and risk management. Our team of experienced financial planners are committed to helping you meet your financial goals. Click here for more!
Concierge Wealth Management
conciergewm.com- Founded in 2010
- Location: Boston, MA
- Annual Revenue: $1.1M
- Employees: 6
- Before opening an account,get a proposal that shows sample recommendations for your portfolio and what you could potentially accomplish with Guided...
NestEggZone.com
nesteggzone.com- Location: Bellingham, WA
- Annual Revenue: $1.4M
- Employees: 7
- A financial advisor directory guide that is updated daily, NestEggZone.com is a comprehensive resource that can help you research and select a financial advisor.
Key Information
- Name: Poulos Advisors
- Category: Financial services
- Industry: Investment service
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
-
By City South Burlington Small Investment service in South Burlington Mid-size Investment service in South Burlington Financial services in South Burlington Small Financial services in South Burlington Mid-size Financial services in South Burlington
-
By State VT Small companies in VT Financial services in VT Small Financial services in VT Mid-size Financial services in VT Small Investment service in VT Mid-size Investment service in VT
-
By Category Financial services Small Financial services Mid-size Financial services
-
By Industry Investment service Small Investment service Mid-size Investment service Financial services and Investment service
-
Firmographic data G Score of 2 Founded in 2007 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Poulos Advisors's headquarters are located at 1233 Shelburne Rd Unit C4 Suite C-4 South Burlington, VT 05403.
Poulos Advisors's official website is poulosadvisors.com
Poulos Advisors's annual revenue is $1.6 M.
Poulos Advisors's SIC: 62; 628
Poulos Advisors's NAICS: 52; 523.
Poulos Advisors has 9 employees
Poulos Advisors is in the industry of Financial services.
