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Triad Wealth Management Inc

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Triad Wealth Management Inc in Spokane, WA

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Summary

Triad Wealth Management Inc logo
Name
Triad Wealth Management Inc
Year founded
2001
Description

Triad Wealth Management, Inc. uses coaching versus planning to help our clients use the full potential of their retirement or business. Client education is at the forefront of what we do. It's for this reason that Triad Wealth Management, Inc. continues to put together educational workshops, TV shows, and articles to increase your knowledge and keep you informed about financial markets. Investing can be tricky, that's why at Triad Wealth Management, Inc., years of experience in Free Market Portfolio Theory, Client Investment Portfolios, 401k rollovers, Retirement Planning and Investment Coaching have prepared us to maximize our client's goals. Triad Wealth Management, Inc. utilizes an approach based on sixty years of Nobel Prize winning research. It is comprised of three elements: The belief that free markets work, Modern Portfolio Theory, and The Three Factor Method - come to class to learn more!

Strengths
  • Triad Wealth Management Inc has a strong market share in their industry
  • 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
  • Revenue growth is more steady than the industry average
  • Since Triad Wealth Management Inc was founded, the company has grown faster than the industry average
Weaknesses

Annual Revenue

$1080000

Revenue per employee

$
216000

Variance of revenue growth

0.0

Annual revenue growth since founding

$
54000

Revenue growth rate from first known quarter to current

-83.1 %

Employee Count

5 employees

Employee growth rate from first known quarter to current

-84.4 %

G Score

G Score

G1

Revenue is greater than the industry median.

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.

G5

Variance of revenue growth is less than the industry average

G6

Annual revenue growth since founding is higher than the industry average.

Location

continent
location

319 West Hastings Rd., #A101 
Spokane, WA  99218

Ideal Fit Acquirer

Best Private Equity firm

CVC Capital Partners

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Key Information

Name:

Triad Wealth Management Inc

Tags:

Investment Banking; Finance

Website:

https://www.triadwealth.net

Industry:

Financial Consultant

LinkedIn:

https://www.linkedin.com/company/triadwealth

SIC:

62

Twitter:

TriadWealth

NAICS:

523; 52