Summary
Westover Capital Advisors
Founded in 1999
Description
Welcome to Westover Capital Thank you for your interest in Westover Capital Advisors. For over 20 years, we have built a legacy of trust by serving our clients the same way we care for our own families. Westover is a client-centric wealth advisory firm...
Strengths
- Westover Capital Advisors has a strong market share in their industry
- Revenue generated per employee is greater than industry average
Weaknesses
- Since Westover Capital Advisors was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Westover Capital Advisors's annual revenue
$1235000
Based on Kona Equity data
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Revenue per employee
$308750
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Annual revenue growth since founding
$54217
Employee Count
4 employees
Executives
Kelly Doran
Client Relations-Investment Services Administrator
k**@westovercapital.comChip Sawyer
Chief Investment Officer
c**@westovercapital.comMatthew Beardwood
Director, Wealth Management
m**@westovercapital.comJennifer Reichner
Director, Client Services
j**@westovercapital.comCaitlyn Ham
Office Administrator
c**@westovercapital.comPhone Finance
President & Chief Executive Officer
p**@westovercapital.comErin Dugan
Client Services Administrator & Marketing Associate
e**@westovercapital.comDennis Perdue
Director, Tax Services
d**@westovercapital.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
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Key Information
- Name: Westover Capital Advisors
- Category: Financial services
- SIC: 67; 679
- NAICS: 52; 523
See similar companies
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By City Wilmington Financial services in Wilmington Small Financial services in Wilmington Mid-size Financial services in Wilmington
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By State DE Small companies in DE Financial services in DE Small Financial services in DE Mid-size Financial services in DE
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By Category Financial services Small Financial services Mid-size Financial services G Score of 2
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Firmographic data G Score of 2 Founded in 1999 SIC: 67 SIC: 679 NAICS: 52 NAICS: 523 #Finance #Venture Capital & Private Equity
Frequently Asked Questions
Westover Capital Advisors's headquarters are located at 1013 Centre Rd Ste 405 Wilmington, DE 19805.
Westover Capital Advisors's official website is westovercapital.com
Westover Capital Advisors's annual revenue is $1.2 M.
Westover Capital Advisors's SIC: 67; 679
Westover Capital Advisors's NAICS: 52; 523.
Westover Capital Advisors has 4 employees
Westover Capital Advisors is in the industry of Financial services.
