Summary
ThiesenDueker Financial Consulting Group
Founded in 2014
Description
Thiesen Dueker Modern Wealth Management is a financial consulting group based in Fresno, California. They offer a range of services to help clients achieve their financial goals, including funding children's education, retirement planning, and building...
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
Weaknesses
- ThiesenDueker Financial Consulting Group has a very small market share in their industry
- Variance of revenue growth is more than the industry average
Annual Revenue
ThiesenDueker Financial Consulting Group's annual revenue
$4414000
Based on Kona Equity data
-
Revenue per employee
$735667
-
Variance of revenue growth
2.7
-
Revenue growth rate from first known quarter to current
20.0%
Employee Count
6 employees
-
Employee growth rate from first known quarter to current
10.0%
Executives
Ryan Purkiss
Financial Consultant
r**@thiesendueker.comIan Gamboa
Financial Analyst
i**@thiesendueker.comBrooke Simmons
Chief Compliance Officer
b**@thiesendueker.comTherese Shardlow
Director, Lpl of Operations
t**@thiesendueker.comTess Ward
Client Services Associate
t**@thiesendueker.comLance Dueker
Partner
l**@thiesendueker.comAndrew Paretti
President
a**@thiesendueker.comShannon Stewart
Director, Marketing Communications
s**@thiesendueker.comRebeka Leighton
Transition Specialist
r**@thiesendueker.comDiana Kliewer
Client Services Associate
d**@thiesendueker.comShaley Reagan
Relationship Manager
s**@thiesendueker.comSue Trujillo
Claremont, Office Client Services Associate
s**@thiesendueker.comMarissa Accardo
Clients Services, Office Associate (Visalia)
m**@thiesendueker.comCasey Fitzpatrick
Relationship Manager
c**@thiesendueker.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.
- 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.
Location
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Key Information
- Name: ThiesenDueker Financial Consulting Group
- Category: Investment management
- Industry: Financial Planner
- SIC: 8721; 872
- NAICS: 541; 5412
See similar companies
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By City Merced Small Financial Planner in Merced Mid-size Financial Planner in Merced Investment management in Merced Small Investment management in Merced Mid-size Investment management in Merced
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By State CA Small companies in CA Investment management in CA Small Investment management in CA Mid-size Investment management in CA Small Financial Planner in CA Mid-size Financial Planner in CA
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Firmographic data G Score of 3 Founded in 2014 SIC: 8721 SIC: 872 NAICS: 541 NAICS: 5412 #Accounting & Accounting Services #Business Services
Frequently Asked Questions
ThiesenDueker Financial Consulting Group's headquarters are located at 104 Park Ave., Ste. 1 105 Merced, CA 95348.
ThiesenDueker Financial Consulting Group's official website is thiesendueker.com
ThiesenDueker Financial Consulting Group's annual revenue is $4.4 M.
ThiesenDueker Financial Consulting Group's SIC: 8721; 872
ThiesenDueker Financial Consulting Group's NAICS: 541; 5412.
ThiesenDueker Financial Consulting Group has 6 employees
ThiesenDueker Financial Consulting Group is in the industry of Investment management.
