Summary

Wendell Charles Financial

Founded in 2011

Description

Wendell Charles is a full service wealth management firm specializing in financial planning, investment management, insurance & risk management, & philanthropic planning. Contact us today for a complimentary and private discussion regarding your person...

Strengths

  • There are no known strengths for Wendell Charles Financial

Weaknesses

  • Wendell Charles Financial has a very small market share in their industry
  • 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
  • Since Wendell Charles Financial was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Wendell Charles Financial's annual revenue

$1069000

Based on Kona Equity data

  • Revenue per employee

    $178167

  • Variance of revenue growth

    0.39

  • Annual revenue growth since founding

    $97363

  • Revenue growth rate from first known quarter to current

    -78.6%

Employee Count

6 employees

  • Employee growth rate from first known quarter to current

    -80.0%

G Score - 0

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.

Location

1230 Rosecrans Ave. Ste. 300 
Manhattan Beach, CA  90266

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Key Information

  • SIC: 62; 6211
  • NAICS: 523910; 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 Wendell Charles Financial.

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Frequently Asked Questions

Where is Wendell Charles Financial located?

Wendell Charles Financial's headquarters are located at 1230 Rosecrans Ave. Ste. 300  Manhattan Beach, CA  90266.


What is Wendell Charles Financial's official website?

Wendell Charles Financial's official website is wendellcharles.com


What is Wendell Charles Financial's revenue?

Wendell Charles Financial's annual revenue is $1.1 M.


What is Wendell Charles Financial's SIC code?

Wendell Charles Financial's SIC: 62; 6211


What is Wendell Charles Financial's NAICS code?

Wendell Charles Financial's NAICS: 523910; 523.


How many employees does Wendell Charles Financial's have?

Wendell Charles Financial has 6 employees

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