Summary
SEAGATE Wealth Management LLC
Founded in 2006
Description
Seagate Advisors is an independent wealth management firm based in Wilmington, NC. They specialize in offering comprehensive retirement income planning, investment advisory services, and insurance for clients. They focus on strategies for the creation,...
Strengths
- SEAGATE Wealth Management LLC has a strong market share in their industry
- Revenue growth is more steady than the industry average
- Since SEAGATE Wealth Management LLC was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
Annual Revenue
SEAGATE Wealth Management LLC's annual revenue
$6264000
Based on Kona Equity data
-
Revenue per employee
$481846
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$402625
-
Revenue growth rate from first known quarter to current
3.9%
Employee Count
13 employees
-
Employee growth rate from first known quarter to current
-3.2%
Executives
Lee Williamson
Managing of Wealth Management Partner
l**@seagatewealth.comJohn Dawson
Certified Financial Planner
j**@seagatewealth.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.
- 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: SEAGATE Wealth Management LLC
- Category: Investment management
- Industry: Investment Service
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Kitty Hawk Small Investment Service in Kitty Hawk Mid-size Investment Service in Kitty Hawk Investment management in Kitty Hawk Small Investment management in Kitty Hawk Mid-size Investment management in Kitty Hawk
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By State NC Small companies in NC Investment management in NC Small Investment management in NC Mid-size Investment management in NC Small Investment Service in NC Mid-size Investment Service in NC
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Investment Service Small Investment Service Mid-size Investment Service Investment management and Investment Service
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Firmographic data G Score of 3 Founded in 2006 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
SEAGATE Wealth Management LLC's headquarters are located at P.O. Box 3244 Kitty Hawk, NC 27949.
SEAGATE Wealth Management LLC's official website is seagatewealth.com
SEAGATE Wealth Management LLC's annual revenue is $6.3 M.
SEAGATE Wealth Management LLC's SIC: 62
SEAGATE Wealth Management LLC's NAICS: 523; 52.
SEAGATE Wealth Management LLC has 13 employees
SEAGATE Wealth Management LLC is in the industry of Investment management.
