Summary

Secure Money Strategies

Founded in 2013

Description

Secure Money Strategies is a financial services agency based in Ocala, FL. We specialize in retirement income planning for individuals in or nearing retirement. Our goal is to help our clients create strategies that ensure their retirement income lasts...

Strengths

  • Secure Money Strategies has a strong market share in their industry
  • 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

Weaknesses

  • Revenue generated per employee is less than the industry average

Annual Revenue

Secure Money Strategies's annual revenue

$7754000

Based on Kona Equity data

  • Revenue per employee

    $337130

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $704909

  • Revenue growth rate from first known quarter to current

    56.7%

Employee Count

23 employees

  • Employee growth rate from first known quarter to current

    25.8%

Executives

Alexander Santa

Insurance Agent

a**@securemoneystrategiesllc.com

G Score - 4

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.
  • 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

Location

2100 Se 17Th St. Ste. 102 #102
Ocala, FL  34471

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Key Information

  • SIC: 6411; 641
  • NAICS: 524; 5242
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Secure Money Strategies.

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Frequently Asked Questions

Where is Secure Money Strategies located?

Secure Money Strategies's headquarters are located at 2100 Se 17Th St. Ste. 102 #102 Ocala, FL  34471.


What is Secure Money Strategies's official website?

Secure Money Strategies's official website is securemoneystrategiesllc.com


What is Secure Money Strategies's revenue?

Secure Money Strategies's annual revenue is $7.8 M.


What is Secure Money Strategies's SIC code?

Secure Money Strategies's SIC: 6411; 641


What is Secure Money Strategies's NAICS code?

Secure Money Strategies's NAICS: 524; 5242.


How many employees does Secure Money Strategies's have?

Secure Money Strategies has 23 employees


What industry does Secure Money Strategies belong to?

Secure Money Strategies is in the industry of Investment management.

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