Summary
Round Table Wealth
Founded in 1999
Description
We believe that the right approach to wealth management begins with proper planning to create a roadmap for our clients future to protect and grow wealth.
Strengths
- Round Table Wealth 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 Round Table Wealth was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Annual Revenue
Round Table Wealth's annual revenue
$5071000
Based on Kona Equity data
-
Revenue per employee
$281722
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$202840
-
Revenue growth rate from first known quarter to current
15.7%
Employee Count
18 employees
-
Employee growth rate from first known quarter to current
4.8%
Executives
Steven Giacona
CEO
s**@roundtablewealth.comDebora Brody
Controller
d**@roundtablewealth.comMarcia Paltenstein
Chief Operating Officer & Wealth Advisor
m**@roundtablewealth.comFrederic Behrens
Senior Director, Wealth Advisor
f**@roundtablewealth.comKimberly Sharp
Head Managing Director, Wealth Services
k**@roundtablewealth.comMichael Fischer
Director, Wealth Advisor
m**@roundtablewealth.comAlicia Wall
Associate, Wealth Analyst
a**@roundtablewealth.comJessica Chowdhury
Client Service Associate
j**@roundtablewealth.comTaylor Thomas
Director, Wealth Advisor
t**@roundtablewealth.comTyler Farrell
Accounting Analyst
t**@roundtablewealth.comRichard Policastro
President
r**@roundtablewealth.comSarah Duwors
Chief Financial Officer
s**@roundtablewealth.comBruce Hyde
Partner, Chief Compliance Officer and Wealth Advisor
b**@roundtablewealth.comTim Casey
Senior Investment Analyst
t**@roundtablewealth.comMarianne Rodriguez
Director, Wealth Advisor
m**@roundtablewealth.comSuzanne Fromm
Administrative Assistant
s**@roundtablewealth.comMatthew Burns
Office Manager, Executive Assistant
m**@roundtablewealth.comTheodore Schneider
Director, Portfolio & Advisor
t**@roundtablewealth.comAnthony Rosetti
Director, Wealth Advisor
a**@roundtablewealth.comRobert Davis
Partner and the Chief Investment Officer
r**@roundtablewealth.comDominick Santara
Secretary
d**@roundtablewealth.comPhone Wealth
Chief Executive Officer
p**@roundtablewealth.comFrancis Hayes
Senior Director, Strategic Relationships
f**@roundtablewealth.comLauren Gooding
Director, Wealth Advisor
l**@roundtablewealth.comJosh Pickering
Director
j**@roundtablewealth.comG Score - 7
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.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
2.68 M
Location
Unlock unlimited leads
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Key Information
- Name: Round Table Wealth
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 541; 523
See similar companies
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By City New York City Small Financial Planner in New York City Mid-size Financial Planner in New York City
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By State NY Small companies in NY Small Financial Planner in NY Mid-size Financial Planner in NY
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
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Firmographic data G Score of 7 Founded in 1999 SIC: 6211 SIC: 621 NAICS: 541 NAICS: 523 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
Round Table Wealth's headquarters are located at 145 W 57th St, Fl 14 STE 448 New York City, NY 10019.
Round Table Wealth's official website is roundtablewealth.com
Round Table Wealth's annual revenue is $5.1 M.
Round Table Wealth's SIC: 6211; 621
Round Table Wealth's NAICS: 541; 523.
Round Table Wealth has 18 employees
