Summary
Sullivan Wealth Management Group
Founded in 2013
Description
Sullivan Wealth Management Group is a team of experienced and trusted Wealth Management Professionals. We offer personalized investment advice and services to all types of investors and organizations. We are professionals in the full suite of wealth ma...
Strengths
- Revenue generated per employee is greater than industry average
Weaknesses
- Sullivan Wealth Management Group has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Since Sullivan Wealth Management Group was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Sullivan Wealth Management Group's annual revenue
$1139000
Based on Kona Equity data
-
Revenue per employee
$284750
-
Variance of revenue growth
0.29
-
Annual revenue growth since founding
$103545
-
Revenue growth rate from first known quarter to current
-82.6%
Employee Count
4 employees
-
Employee growth rate from first known quarter to current
-84.2%
Executives
Brad Sullivan
Certified Financial Planner
b**@sullivanwmg.comJulie Shiles
Branch Manager
j**@sullivanwmg.comG Score - 1
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.
Location
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Key Information
- Name: Sullivan Wealth Management Group
- Category: Investment management
- Industry: Financial planner
- SIC: 6211; 621
- NAICS: 523910; 523
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Firmographic data G Score of 1 Founded in 2013 SIC: 6211 SIC: 621 NAICS: 523910 NAICS: 523 #Brokerage #Finance
Frequently Asked Questions
Sullivan Wealth Management Group's headquarters are located at 2102 Business Center Dr., Ste. 180A 375 Irvine, CA 92612.
Sullivan Wealth Management Group's official website is sullivanwmg.com
Sullivan Wealth Management Group's annual revenue is $1.1 M.
Sullivan Wealth Management Group's SIC: 6211; 621
Sullivan Wealth Management Group's NAICS: 523910; 523.
Sullivan Wealth Management Group has 4 employees
Sullivan Wealth Management Group is in the industry of Investment management.
