Summary
Stephan & Associates Wealth Management
Founded in 2004
Strengths
- 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
Weaknesses
- Stephan & Associates Wealth Management has a very small market share in their industry
Annual Revenue
Stephan & Associates Wealth Management's annual revenue
$3622000
Based on Kona Equity data
-
Revenue per employee
$329272
-
Variance of revenue growth
0.05
-
Annual revenue growth since founding
$181100
-
Revenue growth rate from first known quarter to current
59.3%
Employee Count
11 employees
-
Employee growth rate from first known quarter to current
42.9%
Executives
Becky Stewart
Client Relations Associate
b**@stephanwealth.comSteve Stephan
Self Employed
s**@stephanwealth.comJennifer Stinson
Special Project Support Specialist
j**@stephanwealth.comBrian Stephan
CEO
b**@stephanwealth.comChrissy Baker
Manager, Client Relations
c**@stephanwealth.comG 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.
- 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
Location
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Key Information
- Name: Stephan & Associates Wealth Management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Xenia Small Financial Planner in Xenia Mid-size Financial Planner in Xenia
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By State OH Small companies in OH Small Financial Planner in OH Mid-size Financial Planner in OH
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
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Firmographic data G Score of 4 Founded in 2004 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Stephan & Associates Wealth Management's headquarters are located at 354 N. Detroit St. Xenia, OH 45385.
Stephan & Associates Wealth Management's official website is stephanwealth.com
Stephan & Associates Wealth Management's annual revenue is $3.6 M.
Stephan & Associates Wealth Management's SIC: 62
Stephan & Associates Wealth Management's NAICS: 523; 52.
Stephan & Associates Wealth Management has 11 employees
