Summary
Sheridan Road Financial LLC
Founded in 1978
Description
Sheridan Road Financial is a leading investment consulting and retirement firm focused on developing customized strategies designed to fit the needs of our corporate, not for profit, and individual clients. Founded in 2005 by Jim O'Shaugnessy and Danie...
Strengths
- Sheridan Road Financial 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
- The number of employees is growing faster than the industry average
- Since Sheridan Road Financial LLC was founded, the company has grown faster than the industry average
Annual Revenue
Sheridan Road Financial LLC's annual revenue
$9673000
Based on Kona Equity data
-
Revenue per employee
$665111
-
Annual revenue growth since founding
$206565
-
Revenue growth rate from first known quarter to current
139.8%
Employee Count
27 employees
-
Employee growth rate from first known quarter to current
-32.6%
Executives
Adrianne Gibbons
Vice President, Client Services
a**@sheridanroad.comMichael Driscoll
Managing Director
m**@sheridanroad.comMichael Flahaven
Managing Director
m**@sheridanroad.comRandy Grose
Managing Director
r**@sheridanroad.comMark Tonelli
Managing Director, Retirement
m**@sheridanroad.comBarry Jones
Senior VP, Business Development
b**@sheridanroad.comIgnacio Morrell
Retirement Relationship Manager
i**@sheridanroad.comMegan Doherty
Vice President
m**@sheridanroad.comMelissa Jones
Managing Director
m**@sheridanroad.comKaren Campbell
Chief Financial Officer
k**@sheridanroad.comSheri Fitts
Chief Marketing Officer
s**@sheridanroad.comRocke Blair
Managing Director
r**@sheridanroad.comChuck Williams
Managing Director
c**@sheridanroad.comPatrick Jordan
Managing Director
p**@sheridanroad.comLacey Tee
Director
l**@sheridanroad.comDaniel Bryant
President, National Sales, Retirement & Private Wealth
d**@sheridanroad.comAlona Anspach
Managing Director
a**@sheridanroad.comJustin Fisk
Senior Vice President
j**@sheridanroad.comJeremy Weith
Relationship Manager
j**@sheridanroad.comMatt Bruce
Vice President
m**@sheridanroad.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.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Sheridan Road Financial LLC
- Category: Investment management
- Industry: Insurance Agency
- SIC: 62; 628
- NAICS: 523; 52393
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Firmographic data G Score of 5 Founded in 1978 SIC: 62 SIC: 628 NAICS: 523 NAICS: 52393 #Investment Banking #Finance
Frequently Asked Questions
Sheridan Road Financial LLC's headquarters are located at 707 Skokie Boulevard, Suite 400 250 Northbrook, Illinois 60062.
Sheridan Road Financial LLC's official website is sheridanroad.com
Sheridan Road Financial LLC's annual revenue is $9.7 M.
Sheridan Road Financial LLC's SIC: 62; 628
Sheridan Road Financial LLC's NAICS: 523; 52393.
Sheridan Road Financial LLC has 27 employees
Sheridan Road Financial LLC is in the industry of Investment management.
