Summary

PRB Wealth Management LLC

Founded in 1980

Description

PRB Wealth Management is a financial services firm specializing in wealth management, risk management, and corporate benefits. They aim to be a leader in individual and corporate financial advisory services by creating financial strategies that work to...

Strengths

  • PRB Wealth Management LLC has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Revenue growth is more steady than the industry average

Weaknesses

  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Since PRB Wealth Management LLC was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

PRB Wealth Management LLC's annual revenue

$5615000

Based on Kona Equity data

  • Revenue per employee

    $401071

  • Variance of revenue growth

    0.08

  • Annual revenue growth since founding

    $127614

  • Revenue growth rate from first known quarter to current

    -32.1%

Employee Count

14 employees

  • Employee growth rate from first known quarter to current

    -39.0%

Executives

Daniel Baker

Vice President, Business Development

d**@prbwm.com

Diane Hirschberg

Director

d**@prbwm.com

Ian Baker

President

i**@prbwm.com

Alfonso Ramirez

Director General

a**@prbwm.com

Jim Hunter

Pension Consultant

j**@prbwm.com

Denzil Dias

Senior Vice President

d**@prbwm.com

Heather Browne

Executive Assistant

h**@prbwm.com

Andy Bergman

Portfolio Manager

a**@prbwm.com

Geeta Ganesh-Singh

Executive Assistant

g**@prbwm.com

Jennifer Elder

Associate

j**@prbwm.com

Marc Harary

Financial Advisor

m**@prbwm.com

G Score - 3

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.
  • G5 Variance of revenue growth is less than the industry average

Location

122 East 42nd St., Ste. 1610 
New York City, NY  10168

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Key Information

  • SIC: 62
  • NAICS: 5416; 541
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 PRB Wealth Management LLC.

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Frequently Asked Questions

Where is PRB Wealth Management LLC located?

PRB Wealth Management LLC's headquarters are located at 122 East 42nd St., Ste. 1610  New York City, NY  10168.


What is PRB Wealth Management LLC's official website?

PRB Wealth Management LLC's official website is prbwm.com


What is PRB Wealth Management LLC's revenue?

PRB Wealth Management LLC's annual revenue is $5.6 M.


What is PRB Wealth Management LLC's SIC code?

PRB Wealth Management LLC's SIC: 62


What is PRB Wealth Management LLC's NAICS code?

PRB Wealth Management LLC's NAICS: 5416; 541.


How many employees does PRB Wealth Management LLC's have?

PRB Wealth Management LLC has 14 employees


What industry does PRB Wealth Management LLC belong to?

PRB Wealth Management LLC is in the industry of Investment management.

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