Summary
Roosevelt Investments
Founded in 1985
Description
Roosevelt Investments is a boutique advisory firm located in midtown Manhattan providing comprehensive investment management and financial planning services. It dates back to 1971 when P. James Roosevelt, a cousin of President Theodore Roosevelt, found...
Strengths
- Roosevelt Investments 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
Weaknesses
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Since Roosevelt Investments was founded, the company has experienced slower revenue growth than the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
Roosevelt Investments's annual revenue
$18138000
Based on Kona Equity data
-
Revenue per employee
$566813
-
Variance of revenue growth
0.34
-
Annual revenue growth since founding
$465077
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Revenue growth rate from first known quarter to current
22.0%
Employee Count
32 employees
-
Employee growth rate from first known quarter to current
-24.5%
Executives
Donald Guarino
Managing Director
d**@rooseveltinvestments.comMinh Le
CEO
m**@rooseveltinvestments.comMarjorie Cherry
Manager, Operations
m**@rooseveltinvestments.comRobert O'Neill
Vice President, Portfolio Analytics
r**@rooseveltinvestments.comKathe Wright
Senior Portfolio Administrator
k**@rooseveltinvestments.comMichael Maitner
Vice President
m**@rooseveltinvestments.comJames Rogers
President
j**@rooseveltinvestments.comKaren Bairos
Chief Operating Officer
k**@rooseveltinvestments.comJordan Intebi
Asset Manager
j**@rooseveltinvestments.comRichard Konrad
Director, Value Strategy
r**@rooseveltinvestments.comSven Hsia
Managing Director
s**@rooseveltinvestments.comHenry Matheson
APEX Analyst
h**@rooseveltinvestments.comSteven Weiss
General Counsel & Chief Operating Officer
s**@rooseveltinvestments.comWilliam Flinn
Mergers & Acquisitions Analyst II
w**@rooseveltinvestments.comJohn Roscoe
Chief Investment Officer
j**@rooseveltinvestments.comTim Hermann
Senior Investment Advisor & Senior Investment Counselor & Vice President
t**@rooseveltinvestments.comChristopher Martinez
Analyst
c**@rooseveltinvestments.comDominick Lombardi
Vice President, Senior Wealth Advisor
d**@rooseveltinvestments.comHoward Potter
Managing Director
h**@rooseveltinvestments.comAdam Sheer
President & Chief Executive Officer
a**@rooseveltinvestments.comPhone Group
Chief Executive Officer
p**@rooseveltinvestments.comDavid Chalfin
Managing Director
d**@rooseveltinvestments.comDavid Sheer
Co-Chief Executive Officer
d**@rooseveltinvestments.comMichael Miranda
Director, Marketing
m**@rooseveltinvestments.comRobert Neill
Vice President, Portfolio Analytics
r**@rooseveltinvestments.comJeremy Bourgeois
Director, Trading
j**@rooseveltinvestments.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.
- 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.
Web Analysis
-
Rank
3.04 M
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Page views per visitor
2.0
-
Daily time
-
Location
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Key Information
- Name: Roosevelt Investments
- Category: Investment management
- Industry: Financial Institution
- SIC: 62; 628
- NAICS: 5259; 523
See similar companies
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By State NY Small companies in NY Investment management in NY Small Investment management in NY Mid-size Investment management in NY Small Financial Institution in NY Mid-size Financial Institution in NY
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Firmographic data G Score of 3 Founded in 1985 SIC: 62 SIC: 628 NAICS: 5259 NAICS: 523 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Roosevelt Investments's headquarters are located at 730 Third Ave., 23rd Fl. Suite 1800 New York City, NY 10017.
Roosevelt Investments's official website is rooseveltinvestments.com
Roosevelt Investments's annual revenue is $18.1 M.
Roosevelt Investments's SIC: 62; 628
Roosevelt Investments's NAICS: 5259; 523.
Roosevelt Investments has 32 employees
Roosevelt Investments is in the industry of Investment management.
