Summary
Tucker Bria
Founded in 2013
Description
Tucker Bria Wealth Strategies is a financial advisory firm that focuses on coordinating life goals and aspirations with estate attorneys, CPAs, and other trusted advisors. They provide clear explanations of their processes, services, and fees, and offe...
Strengths
- Tucker Bria has a strong market share in their industry
- Since Tucker Bria was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Tucker Bria's annual revenue
$1334000
Based on Kona Equity data
-
Revenue per employee
$266800
-
Variance of revenue growth
20.35
-
Annual revenue growth since founding
$148444
-
Revenue growth rate from first known quarter to current
-86.9%
Employee Count
5 employees
-
Employee growth rate from first known quarter to current
-88.2%
Executives
Ann Fields
Client Service Associate
a**@tuckerbria.comJoshua Polidori
Financial Planning Associate
j**@tuckerbria.comMichelle Pritchard
Client Service Associate
m**@tuckerbria.comPatrick Noonan
Advanced Planning Consultant
p**@tuckerbria.comBonita Bobbitt
Client Operations
b**@tuckerbria.comMichael Lindsay
Client Service Associate
m**@tuckerbria.comG 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.
- G1 Revenue is greater than the industry median.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
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Key Information
- Name: Tucker Bria
- Category: Investment management
- Industry: Financial Planner
- SIC: 81; 811
- NAICS: 54111; 541
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By City Durham Small Financial Planner in Durham Mid-size Financial Planner in Durham Investment management in Durham Small Investment management in Durham Mid-size Investment management in Durham
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By State NC Small companies in NC Investment management in NC Small Investment management in NC Mid-size Investment management in NC Small Financial Planner in NC Mid-size Financial Planner in NC
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Firmographic data G Score of 2 Founded in 2013 SIC: 81 SIC: 811 NAICS: 54111 NAICS: 541
Frequently Asked Questions
Tucker Bria's headquarters are located at 3100 Tower Blvd. Ste. 117 Durham, NC 27707.
Tucker Bria's official website is tuckerbria.com
Tucker Bria's annual revenue is $1.3 M.
Tucker Bria's SIC: 81; 811
Tucker Bria's NAICS: 54111; 541.
Tucker Bria has 5 employees
Tucker Bria is in the industry of Investment management.
