Summary
Sequence Financial Specialists
Founded in 2005
Description
SEQUENCE Financial Specialists is an investment banking firm and managing broker dealer based in Charleston, SC. We offer a range of services including managing broker dealer, business advisory, EB 5 capital, and mergers & acquisitions. Our managing br...
Strengths
- Sequence Financial Specialists 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 Sequence Financial Specialists was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Annual Revenue
Sequence Financial Specialists's annual revenue
$7905000
Based on Kona Equity data
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Revenue per employee
$564643
-
Variance of revenue growth
0.1
-
Annual revenue growth since founding
$416053
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Revenue growth rate from first known quarter to current
119.6%
Employee Count
14 employees
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Employee growth rate from first known quarter to current
66.7%
Executives
Barry Dow
Vice President, Broker Dealer Relations
b**@sequencefinancialspecialists.comGilles Cote
Managing Principal
g**@sequencefinancialspecialists.comGene King
Senior Managing Director
g**@sequencefinancialspecialists.comPeter Abeles
Managing Director, Investment Banking
p**@sequencefinancialspecialists.comJoshua Mccarville
Investment Operations Professional & Associate
j**@sequencefinancialspecialists.comKaren Rollins
Executive Assistant
k**@sequencefinancialspecialists.comTom Mcneil
Managing Director
t**@sequencefinancialspecialists.comMichael Grady
Managing Director
m**@sequencefinancialspecialists.comMila Olano
Global Development Coordinator
m**@sequencefinancialspecialists.comBrett Martin
Intern
b**@sequencefinancialspecialists.comCamden Adams
Investment Banking Intern
c**@sequencefinancialspecialists.comMatthew Heslin
Registered Representative
m**@sequencefinancialspecialists.comAndrea Graham
Operations Officer
a**@sequencefinancialspecialists.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
3.42 M
Location
Unlock unlimited leads
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Key Information
- Name: Sequence Financial Specialists
- Category: Investment banking
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52311
See similar companies
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By City Charleston Small Financial Planner in Charleston Mid-size Financial Planner in Charleston Investment banking in Charleston Small Investment banking in Charleston Mid-size Investment banking in Charleston
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By State SC Small companies in SC Investment banking in SC Small Investment banking in SC Mid-size Investment banking in SC Small Financial Planner in SC Mid-size Financial Planner in SC
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By Category Investment banking Small Investment banking Mid-size Investment banking
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment banking and Financial Planner
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Firmographic data G Score of 7 Founded in 2005 SIC: 62 NAICS: 523 NAICS: 52311 #Investment Banking #Finance
Frequently Asked Questions
Sequence Financial Specialists's headquarters are located at 781 Meeting St, Ste B 330 Charleston, SC 29403.
Sequence Financial Specialists's official website is sequencefinancialspecialists.com
Sequence Financial Specialists's annual revenue is $7.9 M.
Sequence Financial Specialists's SIC: 62
Sequence Financial Specialists's NAICS: 523; 52311.
Sequence Financial Specialists has 14 employees
Sequence Financial Specialists is in the industry of Investment banking.
