Summary
Trasatti Wealth Planning LLC
Description
Welcome to Trasatti Wealth Planning Trasatti Wealth Planning We are an Independent Registered Investment Advisor specializing in Comprehensive Financial Planning and Professional Wealth Management and are Fee Only Advisors (We do not receive commissi...
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
Weaknesses
- Trasatti Wealth Planning 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
- Since Trasatti Wealth Planning LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Trasatti Wealth Planning LLC's annual revenue
$1107000
Based on Kona Equity data
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Revenue per employee
$276750
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Variance of revenue growth
0.21
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Annual revenue growth since founding
$100636
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Revenue growth rate from first known quarter to current
-69.2%
Employee Count
4 employees
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Employee growth rate from first known quarter to current
-72.2%
Executives
G 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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Similar Companies
Key Information
- Name: Trasatti Wealth Planning LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 2 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Trasatti Wealth Planning LLC's headquarters are located at 145 West Ostend St., Ste. 600 103 Baltimore, MD 21230.
Trasatti Wealth Planning LLC's official website is trasattiwp.com
Trasatti Wealth Planning LLC's annual revenue is $1.1 M.
Trasatti Wealth Planning LLC's SIC: 62
Trasatti Wealth Planning LLC's NAICS: 523; 52.
Trasatti Wealth Planning LLC has 4 employees
Trasatti Wealth Planning LLC is in the industry of Investment management.