Summary
Stonegate Wealth Management LLC
Founded in 1993
Description
Stonegate Wealth Management delivers the highest quality private wealth management to our clients, in a fiduciary capacity. Our vision is to deliver the highest quality private wealth management to our clients, in a fiduciary capacity. We go the extra ...
Strengths
- Stonegate Wealth Management LLC has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Variance of revenue growth is more than the industry average
- Since Stonegate Wealth Management LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Stonegate Wealth Management LLC's annual revenue
$448000
Based on Kona Equity data
-
Revenue per employee
$112000
-
Variance of revenue growth
7.59
-
Annual revenue growth since founding
$275
-
Revenue growth rate from first known quarter to current
-99.5%
Employee Count
4 employees
-
Employee growth rate from first known quarter to current
-37.5%
Executives
Dean Shah
Financial Planner
d**@stonegatewealth.comThomas Geraghty
Partner
t**@stonegatewealth.comLisa Oberdick
Financial Planner
l**@stonegatewealth.comJames Francis
Director, Financial Literacy & Development
j**@stonegatewealth.comRobert Partin
Client Relationship Manager
r**@stonegatewealth.comG Score - 3
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.
- 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.
Location
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Key Information
- Name: Stonegate Wealth Management LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523910; 523
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Firmographic data G Score of 3 Founded in 1993 SIC: 62 NAICS: 523910 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
Stonegate Wealth Management LLC's headquarters are located at 393 Ramapo Valley Rd. Ste. 2 Oakland, NJ 07436.
Stonegate Wealth Management LLC's official website is stonegatewealth.com
Stonegate Wealth Management LLC's annual revenue is $448.0 K.
Stonegate Wealth Management LLC's SIC: 62
Stonegate Wealth Management LLC's NAICS: 523910; 523.
Stonegate Wealth Management LLC has 4 employees
Stonegate Wealth Management LLC is in the industry of Investment management.
