Summary
TRIO Financial Planning
Founded in 2011
Description
As a financial planning team, we consider ourselves to be in the personal financial service business. We strive to ensure that each contact with our clients is a quality contact, one that builds their trust.
Strengths
- TRIO Financial Planning 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 TRIO Financial Planning was founded, the company has grown faster than the industry average
Annual Revenue
TRIO Financial Planning's annual revenue
$1709000
Based on Kona Equity data
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Revenue per employee
$341800
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Variance of revenue growth
0.08
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Annual revenue growth since founding
$300272
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Revenue growth rate from first known quarter to current
10.1%
Employee Count
5 employees
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Employee growth rate from first known quarter to current
33.3%
Executives
G Score - 6
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.
- 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
Unlock unlimited leads
Similar Companies
Key Information
- Name: TRIO Financial Planning
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 6 Founded in 2011 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
TRIO Financial Planning's headquarters are located at 202-1680 Woodward Dr. Ottawa, Ontario K2C 3R7.
TRIO Financial Planning's official website is triofinancialplanning.com
TRIO Financial Planning's annual revenue is $1.7 M.
TRIO Financial Planning's SIC: 62
TRIO Financial Planning's NAICS: 523; 52.
TRIO Financial Planning has 5 employees
TRIO Financial Planning is in the industry of Professional training & coaching.