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.com

Steve Stephan

Self Employed

s**@stephanwealth.com

Jennifer Stinson

Special Project Support Specialist

j**@stephanwealth.com

Brian Stephan

CEO

b**@stephanwealth.com

Chrissy Baker

Manager, Client Relations

c**@stephanwealth.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.

  • 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

354 N. Detroit St. 
Xenia, OH  45385

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Key Information

  • SIC: 62
  • NAICS: 523; 52
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 Stephan & Associates Wealth Management.

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Frequently Asked Questions

Where is Stephan & Associates Wealth Management located?

Stephan & Associates Wealth Management's headquarters are located at 354 N. Detroit St.  Xenia, OH  45385.


What is Stephan & Associates Wealth Management's official website?

Stephan & Associates Wealth Management's official website is stephanwealth.com


What is Stephan & Associates Wealth Management's revenue?

Stephan & Associates Wealth Management's annual revenue is $3.6 M.


What is Stephan & Associates Wealth Management's SIC code?

Stephan & Associates Wealth Management's SIC: 62


What is Stephan & Associates Wealth Management's NAICS code?

Stephan & Associates Wealth Management's NAICS: 523; 52.


How many employees does Stephan & Associates Wealth Management's have?

Stephan & Associates Wealth Management has 11 employees

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