Summary
Wealth Advisory Services
Founded in 2003
Description
Wealth Advisory Services is an independent wealth advisory firm that provides comprehensive wealth management plans. They work with clients and their professional advisors to make the best use of their wealth and help them achieve their financial goals...
Strengths
- Wealth Advisory Services has a strong market share in their industry
- Since Wealth Advisory Services was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
Annual Revenue
Wealth Advisory Services's annual revenue
$18677000
Based on Kona Equity data
-
Revenue per employee
$196600
-
Annual revenue growth since founding
$1708526
Employee Count
95 employees
Executives
Paul Krumenacker
Managing Director
p**@wealthadvisoryservices.comDavid Jenkins
Investment Advisor & Representative & Managing Director, Rjfs
d**@wealthadvisoryservices.comFrank Lee
Owner
f**@wealthadvisoryservices.comScott Stencler
Financial Advisor
s**@wealthadvisoryservices.comAnn Capacete
Branch Professional
a**@wealthadvisoryservices.comMichael Sheehy
Financial Planner
m**@wealthadvisoryservices.comKyra Kendrick
Intern At Wealth Advisory Services
k**@wealthadvisoryservices.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
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Key Information
- Name: Wealth Advisory Services
- Category: Investment management
- Industry: Investment service
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
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By City Doylestown Small Investment service in Doylestown Mid-size Investment service in Doylestown Investment management in Doylestown Small Investment management in Doylestown Mid-size Investment management in Doylestown
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By State PA Small companies in PA Investment management in PA Small Investment management in PA Mid-size Investment management in PA Small Investment service in PA Mid-size Investment service in PA
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Investment service Small Investment service Mid-size Investment service Investment management and Investment service
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Firmographic data G Score of 2 Founded in 2003 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Wealth Advisory Services's headquarters are located at 18 E Court St Ste 100 100 Doylestown, PA 18901.
Wealth Advisory Services's official website is wealthadvisoryservices.com
Wealth Advisory Services's annual revenue is $18.7 M.
Wealth Advisory Services's SIC: 62; 628
Wealth Advisory Services's NAICS: 52; 523.
Wealth Advisory Services has 95 employees
Wealth Advisory Services is in the industry of Investment management.
