Summary
Trajan Wealth L.L.C
Founded in 2018
Description
Trajan Wealth is a client-centric wealth management firm that values fiduciary relationships. We provide targeted asset management to help protect, maintain, and grow our clients' financial portfolios. Our services include wealth management, estate pla...
Strengths
- Trajan Wealth L.L.C has a strong market share in their industry
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Since Trajan Wealth L.L.C was founded, the company has grown faster than the industry average
- Web traffic rankings are better than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Trajan Wealth L.L.C's annual revenue
$10122000
Based on Kona Equity data
-
Revenue per employee
$273568
-
Variance of revenue growth
0.49
-
Annual revenue growth since founding
$1012200
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Revenue growth rate from first known quarter to current
153.1%
Employee Count
37 employees
-
Employee growth rate from first known quarter to current
135.0%
Executives
Jeff Junior
President
j**@trajanwealth.comAndrea Avila
Director, Human Resources
a**@trajanwealth.comKatie Terrazas
Digital Asset Manager
k**@trajanwealth.comIanina Semtchina
Director, Finance
i**@trajanwealth.comJonathan Olivas
Junior Graphic Designer
j**@trajanwealth.comSterling Russell
Director Of Fixed Income
s**@trajanwealth.comCorbett Laduke
Fiduciary Advisor
c**@trajanwealth.comDarren Leavitt
Chief Investment Officer
d**@trajanwealth.comUdayan Mitra
Chief Investment Officer
u**@trajanwealth.comBrenda Junior
Chief Operating Officer
b**@trajanwealth.comCynthia Dziubinski
Marketing Coordinator
c**@trajanwealth.comShane Mcgreevy
Chief Compliance Officer
s**@trajanwealth.comRobin Flynn
Media Coordinator
r**@trajanwealth.comPaul Mann
Portfolio Manager, Client
p**@trajanwealth.comJeffrey Brown
Manager, Client Portfolio Management & Client Development
j**@trajanwealth.comDaryl White
Marketing Coordinator
d**@trajanwealth.comTami Hampshire
Chief Marketing Officer
t**@trajanwealth.comKent Phelps
Estate Planning Attorney
k**@trajanwealth.comKristina Barasch
Salesforce Assistant
k**@trajanwealth.comRyan Mccloskey
Salesforce Developer III
r**@trajanwealth.comChristopher Monzon
Client Development Specialist
c**@trajanwealth.comNathan Ducey
Portfolio Manager, Client
n**@trajanwealth.comPhone Wealth
Chief Executive Officer & Attorney
p**@trajanwealth.comNickolas Minard
Portfolio Manager, Client
n**@trajanwealth.comG Score - 5
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.
- 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.
- G6 Annual revenue growth since founding is higher than the industry average.
- G7 Website traffic rankings are better than the industry average
Web Analysis
-
Rank
1.96 M
-
Page views per visitor
2.0
-
Daily time
2:16
Location
Unlock unlimited leads
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Key Information
- Name: Trajan Wealth L.L.C
- Category: Investment management
- Industry: Financial Advisor
- SIC: 6211; 621
- NAICS: 45; 453
See similar companies
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Firmographic data G Score of 5 Founded in 2018 SIC: 6211 SIC: 621 NAICS: 45 NAICS: 453 #Finance #Brokerage #Investment Banking
Frequently Asked Questions
Trajan Wealth L.L.C's headquarters are located at 7702 E. Doubletree Ranch Rd., Ste. #100 100 Scottsdale, AZ 85258.
Trajan Wealth L.L.C's official website is trajanwealth.com
Trajan Wealth L.L.C's annual revenue is $10.1 M.
Trajan Wealth L.L.C's SIC: 6211; 621
Trajan Wealth L.L.C's NAICS: 45; 453.
Trajan Wealth L.L.C has 37 employees
Trajan Wealth L.L.C is in the industry of Investment management.
