Summary
Prime Wealth Management Inc
Founded in 2004
Description
We are a wealth management firm consisting of financial planners, which provide a range of financial advisory services. Our financial planning services are designed to help clients articulate their dreams and aspirations through personal attention and ...
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- Prime Wealth Management Inc 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
- Variance of revenue growth is more than the industry average
- Since Prime Wealth Management Inc was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Prime Wealth Management Inc's annual revenue
$6541000
Based on Kona Equity data
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Revenue per employee
$817625
-
Variance of revenue growth
0.29
-
Annual revenue growth since founding
$242259
-
Revenue growth rate from first known quarter to current
-88.8%
Employee Count
8 employees
-
Employee growth rate from first known quarter to current
-89.8%
Executives
Caroline Bettendorf
Manager, Operations
c**@primewealth.comRick Prime
Certified Financial Planner
r**@primewealth.comYe Thein
Business Development Manager
y**@primewealth.comLisa Decarlo
Planning Assistant
l**@primewealth.comRaghunath Powale
Financial Planner
r**@primewealth.comJohn Joseph
Business Owner
j**@primewealth.comThar Ngal
Sale Marketing Execetive
t**@primewealth.comLynn Paringer
Financial Planner
l**@primewealth.comPor Thame
Marketing Executive
p**@primewealth.comAlexander Frederick
Manager, Private Wealth
a**@primewealth.comG Score - 1
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.
Location
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Key Information
- Name: Prime Wealth Management Inc
- Category: Professional training coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 1 Founded in 2004 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Prime Wealth Management Inc's headquarters are located at 2936 Domingo Ave., Ste. 1 Berkeley, CA 94705.
Prime Wealth Management Inc's official website is primewealth.com
Prime Wealth Management Inc's annual revenue is $6.5 M.
Prime Wealth Management Inc's SIC: 62
Prime Wealth Management Inc's NAICS: 523; 52.
Prime Wealth Management Inc has 8 employees
Prime Wealth Management Inc is in the industry of Professional training coaching.
