Summary
Umafs
Founded in 1993
Description
UMAFS is a financial services company that provides financial planning services to UMA member physicians. Their mission is to improve the financial well-being and peace of mind of physicians by offering the best possible financial planning services. Th...
Strengths
- There are no known strengths for Umafs
- Revenue generated per employee is greater than industry average
Weaknesses
- Umafs has a very small market share in their industry
- Since Umafs was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Umafs's annual revenue
$544000
Based on Kona Equity data
-
Revenue per employee
$181333
-
Annual revenue growth since founding
$20828
Employee Count
3 employees
Executives
Chad Kelley
Financial Advisor
c**@umafs.orgPeter Jones
Mortgage Specialist
p**@umafs.orgJeffrey Zesiger
President & Financial Advisor
j**@umafs.orgMaxine Mehl
Expert Support Specialist
m**@umafs.orgTrent Searle
Senior Portfolio Manager
t**@umafs.orgWendy Lewis
Director, Qualified Plan Administration
w**@umafs.orgMelissa Saez
Chief Compliance Officer
m**@umafs.orgEric Halvorsen
Vice President, Financial Advisor
e**@umafs.orgEric Cima
Wealth Advisor
e**@umafs.orgSherry Loudon
Scheduling Coordinator
s**@umafs.orgG Score - 1
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.
Location
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Key Information
- Name: Umafs
- Category: Investment management
- Industry: Financial consultant
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data G Score of 1 Founded in 1993 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Umafs's headquarters are located at 310 E 4500 S Ste 550 550 Salt Lake City, UT 84107.
Umafs's official website is umafs.org
Umafs's annual revenue is $544.0 K.
Umafs's SIC: 62; 628
Umafs's NAICS: 52; 523.
Umafs has 3 employees
Umafs is in the industry of Investment management.
