Summary
The Wellington Financial Group , LLC
Founded in 1996
Description
The Wellington Group LLC brings financial dreams to life by making the complex simple. They offer financial advisory, wealth management, insurance, and investment services. Whether you have significant assets or are just starting to accumulate wealth, ...
Strengths
- The Wellington Financial Group , LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Weaknesses
- 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 The Wellington Financial Group , LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
The Wellington Financial Group , LLC's annual revenue
$6427000
Based on Kona Equity data
-
Revenue per employee
$494385
-
Variance of revenue growth
8.73
-
Annual revenue growth since founding
$248115
-
Revenue growth rate from first known quarter to current
-59.7%
Employee Count
13 employees
-
Employee growth rate from first known quarter to current
-63.7%
Executives
Cheryl Reynolds
Scheduling Coordinator
c**@thewellingtongroupllc.comErin Sikorski
CEO
e**@thewellingtongroupllc.comLaura Huey
Life and Disability Insurance Specialist
l**@thewellingtongroupllc.comBen Cady
Technical Assistant
b**@thewellingtongroupllc.comWhitney Hatter
Investment Coordinator
w**@thewellingtongroupllc.comMaxwell Moritz
Financial Representative
m**@thewellingtongroupllc.comPhone Group
Chief Executive Officer
p**@thewellingtongroupllc.comChristina Porto
Executive Assistant
c**@thewellingtongroupllc.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.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
Location
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Key Information
- Name: The Wellington Financial Group , LLC
- Category: Investment management
- Industry: Financial Institution
- SIC: 6211; 621
- NAICS: 523; 52
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Firmographic data G Score of 2 Founded in 1996 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Brokerage #Finance
Frequently Asked Questions
The Wellington Financial Group , LLC's headquarters are located at 9000 Keystone Crossing, Ste. 400 400 Indianapolis, IN 46240.
The Wellington Financial Group , LLC's official website is thewellingtongroupllc.com
The Wellington Financial Group , LLC's annual revenue is $6.4 M.
The Wellington Financial Group , LLC's SIC: 6211; 621
The Wellington Financial Group , LLC's NAICS: 523; 52.
The Wellington Financial Group , LLC has 13 employees
The Wellington Financial Group , LLC is in the industry of Investment management.
