Summary
TFG Wealth Management
Founded in 2001
Description
TFG Wealth Management is dedicated to helping clients achieve their long-term retirement goals by providing comprehensive financial services. Our approach integrates retirement income planning, asset and investment management, tax planning, healthcare ...
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
Weaknesses
- TFG Wealth Management 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
- Since TFG Wealth Management was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
TFG Wealth Management's annual revenue
$1133000
Based on Kona Equity data
-
Revenue per employee
$226600
-
Variance of revenue growth
0.1
-
Annual revenue growth since founding
$49087
-
Revenue growth rate from first known quarter to current
-90.1%
Employee Count
5 employees
-
Employee growth rate from first known quarter to current
-91.0%
Executives
Lisa Odoski
Vice President
l**@tfgwealth.comAmie Lazowski
Marketing Assistant
a**@tfgwealth.comMarie Mckenney
Marketing Operations Associate
m**@tfgwealth.comMark Fried
Financial Planner & President
m**@tfgwealth.comG Score - 2
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.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: TFG Wealth Management
- Category: Investment management
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523; 52393
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Firmographic data G Score of 2 Founded in 2001 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 52393 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
TFG Wealth Management's headquarters are located at 642 Newtown Yardley Rd, Ste 115 114 Newtown, PA 18940.
TFG Wealth Management's official website is tfgwealth.com
TFG Wealth Management's annual revenue is $1.1 M.
TFG Wealth Management's SIC: 62; 6211
TFG Wealth Management's NAICS: 523; 52393.
TFG Wealth Management has 5 employees
TFG Wealth Management is in the industry of Investment management.
