Summary
Somerset Wealth Strategies
Founded in 1997
Description
Somerset Wealth Strategies is a retirement income planning firm based in Portland, OR. They specialize in creating retirement income strategies for people in or nearing retirement, with the goal of ensuring their retirement income lasts as long as they...
Strengths
- Somerset Wealth Strategies has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Weaknesses
- Since Somerset Wealth Strategies was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Somerset Wealth Strategies's annual revenue
$3593000
Based on Kona Equity data
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Revenue per employee
$211353
-
Annual revenue growth since founding
$132741
Employee Count
17 employees
Executives
Derek Stamos
Representative
d**@somersetwealthstrategies.comMadelyn Zachea
Factoring Division Manager
m**@somersetwealthstrategies.comJackson Schwarz
Fiduciary Advisor
j**@somersetwealthstrategies.comAndrew Murdoch
President & Sws Investment Executive
a**@somersetwealthstrategies.comKristen Odermatt
Executive Assistant & Manager, Office
k**@somersetwealthstrategies.comScott Sadar
Executive
s**@somersetwealthstrategies.comMegan Odermatt
Executive Assistant To Chief Executive Officer and Assistant Office Manager
m**@somersetwealthstrategies.comMeagan Sinniger
Administrative Assistant
m**@somersetwealthstrategies.comG Score - 2
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.
Location
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Key Information
- Name: Somerset Wealth Strategies
- Category: Investment management
- Industry: Financial Advisor
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
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By City Portland Small Financial Advisor in Portland Mid-size Financial Advisor in Portland Investment management in Portland Small Investment management in Portland Mid-size Investment management in Portland
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By State OR Small companies in OR Investment management in OR Small Investment management in OR Mid-size Investment management in OR Small Financial Advisor in OR Mid-size Financial Advisor in OR
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Advisor Small Financial Advisor Mid-size Financial Advisor Investment management and Financial Advisor
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Firmographic data G Score of 2 Founded in 1997 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Somerset Wealth Strategies's headquarters are located at 4600 SW Kelly Ave Portland, OR 97239.
Somerset Wealth Strategies's official website is somersetwealthstrategies.com
Somerset Wealth Strategies's annual revenue is $3.6 M.
Somerset Wealth Strategies's SIC: 62; 628
Somerset Wealth Strategies's NAICS: 52; 523.
Somerset Wealth Strategies has 17 employees
Somerset Wealth Strategies is in the industry of Investment management.
