Summary
Westex Investment Services
Description
Westex Investment Services offers financial planning, retirement planning, investment, and wealth management services in San Angelo, Del Rio, Uvalde, & Boerne. Our goal is to walk along with you on your financial journey, making it simple and keeping i...
Strengths
- Westex Investment Services has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Annual Revenue
Westex Investment Services's annual revenue
$5943000
Based on Kona Equity data
-
Revenue per employee
$237720
Employee Count
25 employees
Executives
Stephen Sherrod
Executive
s**@westexinvestments.comDon Foster
Financial Advisor
d**@westexinvestments.comSadie Woner
Position In Client Services, Client Services
s**@westexinvestments.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.
- G2 Income per employee more than industry average.
Location
Unlock unlimited leads
Similar Companies
BeamaLife
beamalife.com- Founded in 2007
- Location: Freehold, NJ
- Annual Revenue: $7.7M
- Employees: 21
- BeamaLife helps high-net-worth individuals such as physicians, dentists, successful business owners, professionals & corporate executives and corporations to create substantial additional wealth through intelligent outside of the box financial planni...
Wells Fargo Clearing Services
campbellmorrisonwm.com- Location: Fort Collins, CO
- Annual Revenue: $5.0M
- Employees: 10
- Located in Fort Collins, Colorado, Campbell Morrison Wealth Management embraces a financial planning process to help you succeed in life.
The Advice Center
theadvicecenter.com- Location: Redding, CA
- Annual Revenue: $5.5M
- Employees: 21
- The Advice Center is a wealth management company based in Redding, CA. They offer investment advisory services, specializing in annuities. Tom Wood, a registered representative of Royal Alliance Associates, Inc., provides securities products and servic...
Joffrey Smith Financial Group
joffreysmith.com- Founded in 2013
- Location: Worcester, MA
- Annual Revenue: $3.2M
- Employees: 14
- Joffrey Smith Financial Group is a full-service financial services firm committed to helping individuals and business owners pursue their financial goals. They offer a wide range of financial products and services, including tailored wealth management,...
Lifetime Wealth Advisors
lifetimewealthadvisors.com- Founded in 2014
- Location: Palisade, CO
- Annual Revenue: $5.7M
- Employees: 20
- At Lifetime Wealth Advisors, we take the time to listen to your goals, your dreams and what you want to achieve through your financial and retirement planning and needs for income in your years of retirement. By understanding our customers, we strive t...
Michigan Financial Planning
michiganfinancialplanning.com- Founded in 1986
- Location: Hartland, MI
- Annual Revenue: $4.3M
- Employees: 11
- This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable financial advisor with Brennan Investment Services. Clients can access information about retirement plannin...
Key Information
- Name: Westex Investment Services
- Category: Investment management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
-
By City Boerne Small Financial planner in Boerne Mid-size Financial planner in Boerne Investment management in Boerne Small Investment management in Boerne Mid-size Investment management in Boerne
-
By State TX Small companies in TX Investment management in TX Small Investment management in TX Mid-size Investment management in TX Small Financial planner in TX Mid-size Financial planner in TX
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial planner Small Financial planner Mid-size Financial planner Investment management and Financial planner
-
Firmographic data G Score of 2 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Westex Investment Services's headquarters are located at 31007 Ih 10 West Ste 109 Boerne, TX 78801.
Westex Investment Services's official website is westexinvestments.com
Westex Investment Services's annual revenue is $5.9 M.
Westex Investment Services's SIC: 62; 628
Westex Investment Services's NAICS: 52; 523.
Westex Investment Services has 25 employees
Westex Investment Services is in the industry of Investment management.
