Summary

Wealth Strategies Group

Founded in 2001

Description

Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org, www.sipc.org). Investment advice offered through Advantage Investment Management (AIM), a registered investment advisor. Advantage Investment Management (AIM) and Wealth Strate...

Strengths

  • Wealth Strategies Group has a strong market share in their industry

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Since Wealth Strategies Group was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Wealth Strategies Group's annual revenue

$1149000

Based on Kona Equity data

  • Revenue per employee

    $191500

  • Annual revenue growth since founding

    $56286

Employee Count

6 employees

Executives

Ellen Auerbach

Operations Manager

e**@wealthstrategiesgrouptn.com

Linda Tripp

Retirement Plan Services Coordinator

l**@wealthstrategiesgrouptn.com

G 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.

  • G1 Revenue is greater than the industry median.

Location

8001 Centerview Pkwy Ste 201 
Cordova, TN  38018

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Key Information

  • SIC: 87; 872
  • NAICS: 52; 523
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 Wealth Strategies Group.

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Frequently Asked Questions

Where is Wealth Strategies Group located?

Wealth Strategies Group's headquarters are located at 8001 Centerview Pkwy Ste 201  Cordova, TN  38018.


What is Wealth Strategies Group's official website?

Wealth Strategies Group's official website is wealthstrategiesgrouptn.com


What is Wealth Strategies Group's revenue?

Wealth Strategies Group's annual revenue is $1.1 M.


What is Wealth Strategies Group's SIC code?

Wealth Strategies Group's SIC: 87; 872


What is Wealth Strategies Group's NAICS code?

Wealth Strategies Group's NAICS: 52; 523.


How many employees does Wealth Strategies Group's have?

Wealth Strategies Group has 6 employees


What industry does Wealth Strategies Group belong to?

Wealth Strategies Group is in the industry of Professional training & coaching.

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