Summary
Preservation Wealth Management
Founded in 2000
Description
Preservation Wealth Management is a financial advisory firm that specializes in retirement planning and wealth management. With a focus on preserving and growing clients' wealth, they offer a range of services including investment management, tax plann...
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
Weaknesses
- Preservation Wealth Management 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
Annual Revenue
Preservation Wealth Management's annual revenue
$5207000
Based on Kona Equity data
-
Revenue per employee
$433917
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$216958
-
Revenue growth rate from first known quarter to current
-42.1%
Employee Count
12 employees
-
Employee growth rate from first known quarter to current
-46.7%
G 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.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: Preservation Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 2 Founded in 2000 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Preservation Wealth Management's headquarters are located at 630 Freedom Business Center Dr. 3rd Fl. King of Prussia, PA 19406.
Preservation Wealth Management's official website is retirementsafety.net
Preservation Wealth Management's annual revenue is $5.2 M.
Preservation Wealth Management's SIC: 62
Preservation Wealth Management's NAICS: 523; 52.
Preservation Wealth Management has 12 employees
Preservation Wealth Management is in the industry of Investment management.
