Summary
Ron Carazo & Associates LLC
Founded in 1991
Description
At Carazo Wealth Management, our mission is simple. We help you live comfortably in retirement. To do so, we provide wealth building strategies that focus on maximizing income in retirement.
Strengths
- 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
Weaknesses
- Ron Carazo & Associates LLC has a very small market share in their industry
- Variance of revenue growth is more than the industry average
- Since Ron Carazo & Associates LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Ron Carazo & Associates LLC's annual revenue
$1075000
Based on Kona Equity data
-
Revenue per employee
$268750
-
Variance of revenue growth
28.3
-
Annual revenue growth since founding
$32576
-
Revenue growth rate from first known quarter to current
-70.2%
Employee Count
4 employees
-
Employee growth rate from first known quarter to current
-72.2%
Executives
Ron Carazo
President
r**@roncarazo.comChristian Carazo
Investment Advisor & Representative
c**@roncarazo.comCharles Carazo
Investment Advisor & Representative
c**@roncarazo.comSuzie Dibenedetto
Executive Assistant
s**@roncarazo.comKim Shofstahl
Paraplanner
k**@roncarazo.comG Score - 3
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.
- 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.
Location
Unlock unlimited leads
Similar Companies
SMH Capital Investments LLC
smhci.com- Founded in 2000
- Location: Fort Worth, TX
- Annual Revenue: $8.1M
- Employees: 15
- In this complex world of investing, we help our clients reach their financial goals while preserving wealth by effective risk management, using sensible growth strategies and sophisticated investment solutions.
Kyle Financial Services Inc
kylefinancial.com- Founded in 1976
- Location: Milwaukee, WI
- Annual Revenue: $6.2M
- Employees: 25
Goodman Wealth Management
goodmanwealthmanagement.com- Founded in 2007
- Location: Bowling Green, KY
- Annual Revenue: $1.1M
- Employees: 6
- Goodman Wealth Management is a financial advisory firm that provides investment management services.
Hulsey Financial Inc
hulseyfinancial.com- Location: Oklahoma City, OK
- Annual Revenue: $5.2M
- Employees: 24
- Financial Advisor | https://t.co/4yyQtrFDba | https://t.co/t83RiUQ06E | Securities offered through LPL Financial Member FINRA/SIPC
Adaptive Wealth Management LLC
adaptivewealthmanagement.com- Founded in 2009
- Location: Stamford, CT
- Annual Revenue: $1.4M
- Employees: 4
Vintage Wealth Management Group
vintagewealthmanagement.com- Founded in 2009
- Location: Charlotte, NC
- Annual Revenue: $3.8M
- Employees: 9
- We believe that quality wealth management, begins with a collaboration between the individual and our financial team setting established goals and providing adept professional management services. Vintage Wealth Management Group is a wealth and investment firm primarily focused on customized investment management, fin…
Key Information
- Name: Ron Carazo & Associates LLC
- Category: Financial services
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
-
By City Metairie Small Financial Planner in Metairie Mid-size Financial Planner in Metairie Financial services in Metairie Small Financial services in Metairie Mid-size Financial services in Metairie
-
By State LA Small companies in LA Financial services in LA Small Financial services in LA Mid-size Financial services in LA Small Financial Planner in LA Mid-size Financial Planner in LA
-
By Category Financial services Small Financial services Mid-size Financial services
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
-
Firmographic data G Score of 3 Founded in 1991 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Ron Carazo & Associates LLC's headquarters are located at 111 Veterans Blvd. Ste. 1500 Metairie, LA 70005.
Ron Carazo & Associates LLC's official website is roncarazo.com
Ron Carazo & Associates LLC's annual revenue is $1.1 M.
Ron Carazo & Associates LLC's SIC: 62
Ron Carazo & Associates LLC's NAICS: 523; 52.
Ron Carazo & Associates LLC has 4 employees
Ron Carazo & Associates LLC is in the industry of Financial services.
