Summary
Stone-Hecht Wealth Management Inc
Founded in 2011
Description
Stone-Hecht Wealth Management is a financial advisory firm based in Delafield, WI. We provide a range of comprehensive wealth management services to help individuals and families achieve their financial goals. Our team of experienced partners is dedica...
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
- Since Stone-Hecht Wealth Management Inc was founded, the company has grown faster than the industry average
Weaknesses
- Stone-Hecht Wealth Management Inc has a very small market share in their industry
Annual Revenue
Stone-Hecht Wealth Management Inc's annual revenue
$4074000
Based on Kona Equity data
-
Revenue per employee
$452667
-
Variance of revenue growth
0.04
-
Annual revenue growth since founding
$313385
-
Revenue growth rate from first known quarter to current
27.3%
Employee Count
9 employees
-
Employee growth rate from first known quarter to current
17.6%
G Score - 5
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
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
Celaya Wealth Management
celayawealth.com- Founded in 2014
- Location: Coral Gables, FL
- Annual Revenue: $1.1M
- Employees: 6
- Our wealth management services will put you one step closer to fulfilling your aspirations. Preserve your wealth and let our financial advisors guide you.
Alliance Wealth Advisors
alliancewealthadvisors.com- Founded in 2014
- Location: Marietta, GA
- Annual Revenue: $5.0M
- Employees: 9
- Alliance Wealth Advisors is an independent SEC registered investment firm that offers advice and planning to individuals, families, and businesses. We work with people to help navigate every stage of their financial lives. Our goal is to deliver simpli...
Sanctuary Wealth Management LLC
sanctuarywealthmanagement.com- Founded in 2020
- Location: Pocatello, ID
- Annual Revenue: $1.3M
- Employees: 6
- Sanctuary Wealth Management Financial Planning | Wealth Management Sanctuary Wealth Management Financial Planning and Investment Advisory Services So I can do what I want, when I want. WHO WE ARE who we are Who you are Retired Youve made it. Your...
Dowd Financial Group
dowdfinancialgroup.com- Location: Lighthouse Point, FL
- Annual Revenue: $7.6M
- Employees: 7
Greenwood Capital Associates LLC
greenwoodcapital.com- Founded in 1983
- Location: Greenville, SC
- Annual Revenue: $6.8M
- Employees: 15
- Greenwood Capital Associates, located in Greenwood, S.C., is one of the largest registered independent financial investment firms in the Southeast. Whether serving individual investors, endowments, municipalities, health care systems or corporate clients, Greenwood Capital Associates believes the most consistent retur…
ARIES WEALTH MANAGEMENT LLC
arieswealthllc.com- Founded in 2015
- Location: Portland, ME
- Annual Revenue: $1.3M
- Employees: 6
- Aries Wealth Management is a financial services company with over 75 years of collective experience in the industry. They offer a unique approach to wealth management, leveraging their technology and market insights. If you are interested in their serv...
Key Information
- Name: Stone-Hecht Wealth Management Inc
- Category: Investment management
- SIC: 62
- NAICS: 523; 52
See similar companies
-
By City Delafield Investment management in Delafield Small Investment management in Delafield Mid-size Investment management in Delafield
-
By State WI Small companies in WI Investment management in WI Small Investment management in WI Mid-size Investment management in WI
-
By Category Investment management Small Investment management Mid-size Investment management G Score of 5
-
Firmographic data G Score of 5 Founded in 2011 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Stone-Hecht Wealth Management Inc's headquarters are located at P.O. Box 180275 Delafield, WI 53018.
Stone-Hecht Wealth Management Inc's official website is stone-hechtwealthmanagement.com
Stone-Hecht Wealth Management Inc's annual revenue is $4.1 M.
Stone-Hecht Wealth Management Inc's SIC: 62
Stone-Hecht Wealth Management Inc's NAICS: 523; 52.
Stone-Hecht Wealth Management Inc has 9 employees
Stone-Hecht Wealth Management Inc is in the industry of Investment management.
