Summary
Stone Financial
Founded in 2007
Description
Stone Financial is an independently owned financial consulting firm with more than 10 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. Whether you are just starting to save for your future, or are a seasoned investor, Stone Financial has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs ... that's one benefit of an independent perspective.
Strengths
- There are no known strengths for Stone Financial
Weaknesses
- Revenue generated per employee is less than the industry average
- Since Stone Financial was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Stone Financial's annual revenue
$1110000
Based on Kona Equity data
-
Revenue per employee
$222000
-
Annual revenue growth since founding
$65294
Employee Count
5 employees
G Score - 0
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.
Location
Unlock unlimited leads
Similar Companies
Ridge Capital Management
ridgecapitalmanagement.com- Founded in 1996
- Location: Alpharetta, GA
- Annual Revenue: $8.6M
- Employees: 11
- We help retire people for a living. Securities offered through First Allied Securities, Inc. Member FINRA (https://t.co/17C89y5LIt)/SIPC (https://t.co/ByaEosHXVh)
David Routh
drsummitwealthmgmt.com- Founded in 2009
- Location: Granite Bay, CA
- Annual Revenue: $583.0K
- Employees: 4
- D R Summit Wealth Management is a multi-generational, independent, fee-based, fiduciary financial planning company. They provide comprehensive financial planning and wealth management services to clients in Roseville, Granite Bay, Sacramento, and Folso...
First Allied Securities
firstalliedcentralia.com- Location: Centralia, WA
- Annual Revenue: $607.0K
- Employees: 6
J Eric Brinley
jericbrinley.com- Location: Friendswood, TX
- Annual Revenue: $1.1M
- Employees: 6
- Husband, Father, Business Owner, Certified Financial Planner Professional and Certified Wealth Strategist.
Investment Concepts & Financial Planning Services
investmentconcepts.com- Founded in 1962
- Location: Oklahoma City, OK
- Annual Revenue: $404.0K
- Employees: 3
- Certified Financial Planner, and Certified Wealth Strategist that combines professional and academic experience to provide clients with outstanding financial service in the Oklahoma City area.
Logic Investment Advisors LLC
logicadvisory.com- Founded in 2007
- Location: Georgetown, TX
- Annual Revenue: $1.1M
- Employees: 6
- Keith & Marjorie Johnson is a financial advisory company that specializes in retirement planning and investment management. They provide personalized strategies and solutions to help individuals and families achieve their financial goals. With their ex...
Key Information
- Name: Stone Financial
- Industry: Financial planner
- SIC: 62; 628
See similar companies
-
By City Reading Small Financial planner in Reading Mid-size Financial planner in Reading
-
By State PA Small companies in PA Small Financial planner in PA Mid-size Financial planner in PA
-
By Industry Financial planner Small Financial planner Mid-size Financial planner
-
Firmographic data Founded in 2007 SIC: 62 SIC: 628 #Finance #Investment Banking
Frequently Asked Questions
Stone Financial's official website is stonefinancialonline.com
Stone Financial's annual revenue is $1.1 M.
Stone Financial's SIC: 62; 628
Stone Financial has 5 employees
