Summary
Private Vista LLC
Founded in 2003
Description
Our team of financial advisors work with you side-by-side to determine the wealth management plan that works best for your goals.
Strengths
- Private Vista LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- 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
- Since Private Vista LLC was founded, the company has grown faster than the industry average
Annual Revenue
Private Vista LLC's annual revenue
$6446000
Based on Kona Equity data
-
Revenue per employee
$238741
-
Variance of revenue growth
0.17
-
Annual revenue growth since founding
$306952
-
Revenue growth rate from first known quarter to current
3.3%
Employee Count
27 employees
-
Employee growth rate from first known quarter to current
-5.9%
Executives
Michael Wang
Advisor
m**@myprivatevista.comGreg Bogdan
Senior Advisor
g**@myprivatevista.comJoseph Feldmann
Senior Portfolio Manager
j**@myprivatevista.comJeffrey Toner
Partner
j**@myprivatevista.comRobert Westrick
Partner
r**@myprivatevista.comRandy Porzel
Partner
r**@myprivatevista.comMary Mclean
Partner
m**@myprivatevista.comLorena Reyes
Customer Service Associate
l**@myprivatevista.comStephanie Nanney
Partner
s**@myprivatevista.comSteve Merdinger
Partner
s**@myprivatevista.comMike Mccabe
Partner
m**@myprivatevista.comNicole Romito
Partner
n**@myprivatevista.comDouglas Brown
Partner
d**@myprivatevista.comDelaney Orozco
Advisor
d**@myprivatevista.comJames Weil
Managing Partner
j**@myprivatevista.comNicole Daviduke
Client Services Associate
n**@myprivatevista.comSherry Bergslien
Client Service Associate
s**@myprivatevista.comSusan Bolt
Manager
s**@myprivatevista.comMatthew Parenti
Partner
m**@myprivatevista.comDebbie Stepanek
Customer Service Associate
d**@myprivatevista.comMaria Cutrone
Manager, Operations
m**@myprivatevista.comG Score - 6
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.
- 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
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Private Vista LLC
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 52399; 523
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Firmographic data G Score of 6 Founded in 2003 SIC: 62 SIC: 628 NAICS: 52399 NAICS: 523 #Banking #Finance #Investment Banking
Frequently Asked Questions
Private Vista LLC's headquarters are located at 1 N LaSalle St., Floor 33 Chicago, Illinois 60602.
Private Vista LLC's official website is myprivatevista.com
Private Vista LLC's annual revenue is $6.4 M.
Private Vista LLC's SIC: 62; 628
Private Vista LLC's NAICS: 52399; 523.
Private Vista LLC has 27 employees
