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

  • Revenue per employee

    $341800

  • Variance of revenue growth

    0.08

  • Annual revenue growth since founding

    $300272

  • Revenue growth rate from first known quarter to current

    10.1%

Employee Count

5 employees

  • Employee growth rate from first known quarter to current

    33.3%

Executives

Niki Boal

Office Administrator

n**@triofinancialplanning.com

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

202-1680 Woodward Dr. 
Ottawa, Ontario  K2C 3R7

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Key Information

  • SIC: 62
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with TRIO Financial Planning.

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Frequently Asked Questions

Where is TRIO Financial Planning located?

TRIO Financial Planning's headquarters are located at 202-1680 Woodward Dr.  Ottawa, Ontario  K2C 3R7.


What is TRIO Financial Planning's official website?

TRIO Financial Planning's official website is triofinancialplanning.com


What is TRIO Financial Planning's revenue?

TRIO Financial Planning's annual revenue is $1.7 M.


What is TRIO Financial Planning's SIC code?

TRIO Financial Planning's SIC: 62


What is TRIO Financial Planning's NAICS code?

TRIO Financial Planning's NAICS: 523; 52.


How many employees does TRIO Financial Planning's have?

TRIO Financial Planning has 5 employees


What industry does TRIO Financial Planning belong to?

TRIO Financial Planning is in the industry of Professional training & coaching.

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