Summary
Williams Wealth Management Group Inc
Founded in 2007
Description
Williams Wealth Management Group Inc. is a financial services company that offers personalized wealth management solutions. They take the time to understand each client's unique needs, goals, and values, and develop a customized financial plan to help ...
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
Weaknesses
- Williams Wealth Management Group Inc has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Since Williams Wealth Management Group Inc was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Williams Wealth Management Group Inc's annual revenue
$4520000
Based on Kona Equity data
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Revenue per employee
$226000
-
Variance of revenue growth
0.19
-
Annual revenue growth since founding
$162200
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Revenue growth rate from first known quarter to current
-86.3%
Employee Count
20 employees
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Employee growth rate from first known quarter to current
-87.6%
Executives
Beth Deyo
Vice President
b**@williamswealth360.comDerek Williams
President & Chief Information Officer
d**@williamswealth360.comBobby Barrineau
Vice President, Investments
b**@williamswealth360.comLisa Devito
Chief Problem Solver
l**@williamswealth360.comJoe Williams
President & Wealth Advisor
j**@williamswealth360.comKelli Jarrell
Digital Marketing Specialist
k**@williamswealth360.comRobert Williams
Financial Planner
r**@williamswealth360.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.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
Location
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Key Information
- Name: Williams Wealth Management Group Inc
- Category: Investment management
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52
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Firmographic data G Score of 2 Founded in 2007 SIC: 6211 SIC: 621 NAICS: 523 NAICS: 52 #Finance #Brokerage
Frequently Asked Questions
Williams Wealth Management Group Inc's headquarters are located at 3639 Cortez Rd. West Ste. 225 225 Bradenton, FL 34210.
Williams Wealth Management Group Inc's official website is williamswealth360.com
Williams Wealth Management Group Inc's annual revenue is $4.5 M.
Williams Wealth Management Group Inc's SIC: 6211; 621
Williams Wealth Management Group Inc's NAICS: 523; 52.
Williams Wealth Management Group Inc has 20 employees
Williams Wealth Management Group Inc is in the industry of Investment management.