Summary
TideRock Financial LLC
Description
TideRock Financial, LLC is an independent investment firm providing fee only wealth management services to individuals and families, estate and heritage planning, as well as investment management for qualified company 401K plans. Our firm specializes i...
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
- Since TideRock Financial LLC was founded, the company has grown faster than the industry average
Weaknesses
- TideRock Financial LLC 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
Annual Revenue
TideRock Financial LLC's annual revenue
$1335000
Based on Kona Equity data
-
Revenue per employee
$267000
-
Variance of revenue growth
0.09
-
Annual revenue growth since founding
$545100
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Revenue growth rate from first known quarter to current
-73.3%
Employee Count
5 employees
-
Employee growth rate from first known quarter to current
-76.0%
Executives
Simon Reeves
Manager, Wealth
s**@tiderockfinancial.comCynthia Young-West
Manager, Client Services
c**@tiderockfinancial.comJennifer Hendricks
Senior Analyst
j**@tiderockfinancial.comJeffrey Mciver
Manager, Wealth
j**@tiderockfinancial.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.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: TideRock Financial LLC
- Category: Investment management
- Industry: Financial Consultant
- SIC: 62
- NAICS: 523910; 523
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Firmographic data G Score of 3 SIC: 62 NAICS: 523910 NAICS: 523 #Investment Banking #Finance
Frequently Asked Questions
TideRock Financial LLC's headquarters are located at 30 Enterprise 190 Aliso Viejo, CA 92656.
TideRock Financial LLC's official website is tiderockfinancial.com
TideRock Financial LLC's annual revenue is $1.3 M.
TideRock Financial LLC's SIC: 62
TideRock Financial LLC's NAICS: 523910; 523.
TideRock Financial LLC has 5 employees
TideRock Financial LLC is in the industry of Investment management.
