Summary
Procyon Partners
Founded in 2017
Description
Procyon Partners is an independent, employee-owned financial advisory firm that offers a range of services including financial planning, investment management, employee benefits, tax & accounting, and risk management. They are dedicated to helping affl...
Strengths
- Procyon Partners 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 Procyon Partners was founded, the company has grown faster than the industry average
Annual Revenue
Procyon Partners's annual revenue
$2885000
Based on Kona Equity data
-
Revenue per employee
$192333
-
Variance of revenue growth
0.01
-
Annual revenue growth since founding
$412143
-
Revenue growth rate from first known quarter to current
24.4%
Employee Count
15 employees
-
Employee growth rate from first known quarter to current
13.3%
Executives
Antonio Rodrigues
Senior Vice President, Senior Portfolio Manager
a**@procyonpartners.netRodrigo Sare
Fundador
r**@procyonpartners.netCaroline Wetzel
Vice President
c**@procyonpartners.netDaniel Limmer
Vice President
d**@procyonpartners.netJames Jeffery
Managing Director
j**@procyonpartners.netMichael Desmond
Retirement Plan Consultant
m**@procyonpartners.netJake Mccarthy
Financial Advisor
j**@procyonpartners.netJohn Marchisotta
Partner and Managing Director
j**@procyonpartners.netLouis Gloria
Managing Director
l**@procyonpartners.netAmber Kendrick
Vice President, Retirement Plan Consultant
a**@procyonpartners.netPhil Fiore
CEO
p**@procyonpartners.netMarissa Schneider
Reporting Analyst
m**@procyonpartners.netJeff Farrar
Executive Managing Director
j**@procyonpartners.netZoltan Pongracz
Senior Vice President, Private Wealth Advisor
z**@procyonpartners.netSean Rabinowitz
President
s**@procyonpartners.netNatan Vazquez
Dueño Principal
n**@procyonpartners.netLisa Allen
Client Service Associate
l**@procyonpartners.netChristopher Foster
Managing Director
c**@procyonpartners.netJennifer Salafia
Vice President
j**@procyonpartners.netDeirdre Nealon
Senior Client Service Associate
d**@procyonpartners.netThomas Gahan
Managing Director
t**@procyonpartners.netPhone Partners
Chief Executive Officer
p**@procyonpartners.netAndy Leung
Vice President
a**@procyonpartners.netMarc Fischer
Assistant Practice Manager
m**@procyonpartners.netDorothy Rainey
Receptionist
d**@procyonpartners.netCari Walling
Senior Client Service Associate
c**@procyonpartners.netG 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: Procyon Partners
- Category: Investment management
- Industry: Financial Planner
- NAICS: 541611; 541
See similar companies
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By City Shelton Small Financial Planner in Shelton Mid-size Financial Planner in Shelton Investment management in Shelton Small Investment management in Shelton Mid-size Investment management in Shelton
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By State CT Small companies in CT Investment management in CT Small Investment management in CT Mid-size Investment management in CT Small Financial Planner in CT Mid-size Financial Planner in CT
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 6 Founded in 2017 NAICS: 541611 NAICS: 541
Frequently Asked Questions
Procyon Partners's headquarters are located at 1 Corporate Dr, Ste 225 Suite 225 Shelton, CT 06484.
Procyon Partners's official website is procyonpartners.net
Procyon Partners's annual revenue is $2.9 M.
Procyon Partners's NAICS: 541611; 541.
Procyon Partners has 15 employees
Procyon Partners is in the industry of Investment management.
