Summary
Private Client Services LLC.
Founded in 2002
Description
Private Client Services is an independently owned, full-service broker-dealer. We launch, support and foster the growth of Independent Financial Advisors.
Strengths
- Private Client Services LLC. has a strong market share in their industry
- 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
Weaknesses
- Revenue generated per employee is less than the industry average
- Since Private Client Services LLC. was founded, the company has experienced slower revenue growth than the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
Private Client Services LLC.'s annual revenue
$5760000
Based on Kona Equity data
-
Revenue per employee
$230400
-
Variance of revenue growth
0.16
-
Annual revenue growth since founding
$261818
-
Revenue growth rate from first known quarter to current
-12.0%
Employee Count
25 employees
-
Employee growth rate from first known quarter to current
-17.9%
Executives
Mary Wescott
Chief Administrative Officer
m**@pcsbd.netHenry Tanaka
Vice President
h**@pcsbd.netMatt Ebel
Back Office Systems Coordinator
m**@pcsbd.netAdam Pickens
IT Support Specialist
a**@pcsbd.netKelly Brook
Director of Broker and Dealer Operations
k**@pcsbd.netHollis Linginfelter
Manager, Credit Risk
h**@pcsbd.netAnn Wilson
Director of Field Supervision
a**@pcsbd.netDoren Thikoll
Supervisor, Tax
d**@pcsbd.netMary Howard
Director, Business Transitions
m**@pcsbd.netSteve Higdon
Chief Development Officer
s**@pcsbd.netPhil Prosser
Director, Information Technology
p**@pcsbd.netMartin Hardy
Financial Advisor
m**@pcsbd.netLorna Hill
Director, Training & Strategic Operations
l**@pcsbd.netTodd Oberhausen
Director, Risk Management & Advisory Business
t**@pcsbd.netNichole Salzman
Area Assistant Vice President
n**@pcsbd.netKim Nelson
Director, Business Development Onboarding
k**@pcsbd.netMatthew Hecht
Director, Advisory Operations & Technology
m**@pcsbd.netShayne Daniels
Managing Principal
s**@pcsbd.netMelissa Duffy
Manager, Transition
m**@pcsbd.netKelly Schroeder
Managing Principal
k**@pcsbd.netBerta Gubi
Tax
b**@pcsbd.netJohn Hill
President and CCO
j**@pcsbd.netKate Carson
Surveillance Analyst
k**@pcsbd.netKathy Hank
Director, Field Compensation
k**@pcsbd.netDiana Perez
Managing Principal
d**@pcsbd.netJohn Taylor-Jones
Chief Compliance Officer
j**@pcsbd.netPatricia Gayle
Director, Human Resources
p**@pcsbd.netKevin O'Bryan
Director, Client Relations
k**@pcsbd.netJohn Tobias
Director, Information Technology
j**@pcsbd.netKevin Bryan
Director, Client Relations
k**@pcsbd.netG Score - 4
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.
- 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
Web Analysis
-
Rank
8.64 M
-
Page views per visitor
1.0
-
Daily time
-
Location
Unlock unlimited leads
Similar Companies
Cawley Financial Advisors LLC
cawleyfinancial.com- Founded in 2013
- Location: Sewickley, PA
- Annual Revenue: $961.0K
- Employees: 3
Continuum Financial Group
continuumfinancialgroup.com- Founded in 2003
- Location: Geneva, IL
- Annual Revenue: $8.0M
- Employees: 34
Magna Investment Services
investffc.com- Location: Muskogee, OK
- Annual Revenue: $1.0M
- Employees: 6
- First Financial Center is a wealth management company that focuses on providing customized financial solutions to individuals and families. They understand that each client has unique financial circumstances and goals, and they strive to create a perso...
FMG Suite
investwithdoug.com- Location: Huntington Station, NY
- Annual Revenue: $1.5M
- Employees: 8
- Douglas M. Abbate, AAMS is a financial advisor based in Huntington, New York. The company offers a range of products and services including stocks, bonds, mutual funds, retirement planning, 529 plans, lifetime income, long term care, insurance, annuit...
JBG Wealth Management
jackbiedebach.com- Location: Anaheim, CA
- Annual Revenue: $1.1M
- Employees: 5
Stewardship Private Wealth Management
stewardshippwm.com- Location: Brentwood, TN
- Annual Revenue: $1.4M
- Employees: 4
- Kelli Gabriel (stewardshippwm.com) is a financial planning company that is dedicated to aligning and enhancing the full picture of your financial world. They are committed to helping you enjoy the life you always imagined and their loyalty lies exclusi...
Key Information
- Name: Private Client Services LLC.
- Category: Financial services
- Industry: Financial Consultant
- SIC: 62; 6211
- NAICS: 523; 52
See similar companies
-
By City Louisville Small Financial Consultant in Louisville Mid-size Financial Consultant in Louisville Financial services in Louisville Small Financial services in Louisville Mid-size Financial services in Louisville
-
By State KY Small companies in KY Financial services in KY Small Financial services in KY Mid-size Financial services in KY Small Financial Consultant in KY Mid-size Financial Consultant in KY
-
By Category Financial services Small Financial services Mid-size Financial services
-
By Industry Financial Consultant Small Financial Consultant Mid-size Financial Consultant Financial services and Financial Consultant
-
Firmographic data G Score of 4 Founded in 2002 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Private Client Services LLC.'s headquarters are located at 2225 Lexington Rd. Louisville, KY 40206.
Private Client Services LLC.'s official website is pcsbd.net
Private Client Services LLC.'s annual revenue is $5.8 M.
Private Client Services LLC.'s SIC: 62; 6211
Private Client Services LLC.'s NAICS: 523; 52.
Private Client Services LLC. has 25 employees
Private Client Services LLC. is in the industry of Financial services.
