Summary
SeaCrest Wealth Management LLC
Founded in 2014
Description
At SeaCrest, we understand the unique challenges in managing wealth. We are a trusted partner for individuals and institutions, providing wealth management guidance and solutions based on a thorough understanding of each clients situation and goals.
Strengths
- SeaCrest Wealth Management 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
- Revenue growth is more steady than the industry average
- Since SeaCrest Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- The number of employees is not growing as fast as the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
SeaCrest Wealth Management LLC's annual revenue
$34542000
Based on Kona Equity data
-
Revenue per employee
$885692
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$3454200
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Revenue growth rate from first known quarter to current
17.5%
Employee Count
39 employees
-
Employee growth rate from first known quarter to current
-63.3%
Executives
Noha Schulze
Senior Vice President, Heather Hastey Wealth Advisor
n**@seacrestwm.comMichael Annunziata
Wealth Advisor
m**@seacrestwm.comJeanne Mcveigh
Certified Sales Associate
j**@seacrestwm.comRick Madden
Regional Director & Wealth Advisor
r**@seacrestwm.comHoward Schloss
Portfolio Manager
h**@seacrestwm.comJason Jeung
Advisor and Partner
j**@seacrestwm.comSandy Spagnolo
Office Manager
s**@seacrestwm.comChicky Mahtani
Director and Portfolio Manager, Seacrest Emerging Marke
c**@seacrestwm.comJohn Stanton
Senior Wealth Advisor
j**@seacrestwm.comEdward Sullivan
Managing Partner
e**@seacrestwm.comRonald Lenihan
Managing Partner
r**@seacrestwm.comLynn Rapp
Managing Partner
l**@seacrestwm.comCarlos Mejia
Director, Corporate Retirement Plan
c**@seacrestwm.comChristopher Nelson
Vice President, Wealth Advisor
c**@seacrestwm.comStephen Tu
Senior Vice President
s**@seacrestwm.comMaureen Lenihan
Operations and Data Management and Analytics
m**@seacrestwm.comAdam Perkins
Wealth Advisor
a**@seacrestwm.comTony Saemai
Wealth Advisor
t**@seacrestwm.comElizabeth White
Client Service Associate
e**@seacrestwm.comKenneth Metviner
Wealth Management Advisor
k**@seacrestwm.comMike Anunziato
Financial Advisor
m**@seacrestwm.comLee Nysted
Manager, Wealth & Senior Portfolio Manager
l**@seacrestwm.comMelissa Liggett
Client Relationship Manager
m**@seacrestwm.comNicholas Pfeiffer
Independent Financial Advisor
n**@seacrestwm.comG Score - 5
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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
-
Rank
4.69 M
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Page views per visitor
4.0
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Daily time
-
Location
Unlock unlimited leads
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Key Information
- Name: SeaCrest Wealth Management LLC
- Category: Financial services
- Industry: Financial Planner
- SIC: 62; 628
- NAICS: 523910; 523
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Firmographic data G Score of 5 Founded in 2014 SIC: 62 SIC: 628 NAICS: 523910 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
SeaCrest Wealth Management LLC's headquarters are located at 3010 Westchester Ave. #108 Purchase, NY 10577.
SeaCrest Wealth Management LLC's official website is seacrestwm.com
SeaCrest Wealth Management LLC's annual revenue is $34.5 M.
SeaCrest Wealth Management LLC's SIC: 62; 628
SeaCrest Wealth Management LLC's NAICS: 523910; 523.
SeaCrest Wealth Management LLC has 39 employees
SeaCrest Wealth Management LLC is in the industry of Financial services.
