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
-
Revenue per employee
$226000
-
Variance of revenue growth
0.19
-
Annual revenue growth since founding
$162200
-
Revenue growth rate from first known quarter to current
-86.3%
Employee Count
20 employees
-
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
Unlock unlimited leads
Similar Companies
FMG Suite
plandurango.com- Location: Durango, CO
- Annual Revenue: $903.0K
- Employees: 8
GENESIS Wealth Management
genesiswealthmgt.com- Founded in 2008
- Location: Leonia, NJ
- Annual Revenue: $1.8M
- Employees: 8
- LPL Financial Advisor. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC https://t.co/Ewb0ZEwlcR https://t.co/0ZqgzC0sI8
Constant Guidance Financial LLC
cgfadvisor.com- Founded in 2014
- Location: North Attleboro, MA
- Annual Revenue: $1.3M
- Employees: 3
- Mitch Zides, CFA & CFP - Customized Investment Plans, Financial Planning, Comprehensive Wealth Management - Financial Advisor - Build & preserve wealth
1776 Financial
1776financial.net- Founded in 1962
- Location: Franklin, MA
- Annual Revenue: $1.1M
- Employees: 6
- Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations and municipalities through its subsidiary companies that engage primarily in inves...
Fure Financial Corporation
furefinancial.com- Founded in 1984
- Location: Bloomington, MN
- Annual Revenue: $3.0M
- Employees: 10
- Fure Financial Corporation traces its roots to 1984 when Johannes Fure founded an independent financial services firm dedicated to keeping clients safely on course, "no matter which way the winds blow." Over the past 25 plus years, Fure Financial has helped thousands of people make smarter decisions about their money …
DMJ Wealth Advisors
dmjwa.com- Founded in 2000
- Location: Greensboro, NC
- Annual Revenue: $485.0K
- Employees: 5
- DMJ Wealth Advisors is a financial planning firm that provides holistic financial planning and investment guidance for successful businesses and families. They offer services for wealth generation and management, including financial plan development, i...
Key Information
- Name: Williams Wealth Management Group Inc
- Category: Investment management
- Industry: Financial Planner
- SIC: 6211; 621
- NAICS: 523; 52
See similar companies
-
By City Bradenton Small Financial Planner in Bradenton Mid-size Financial Planner in Bradenton Investment management in Bradenton Small Investment management in Bradenton Mid-size Investment management in Bradenton
-
By State FL Small companies in FL Investment management in FL Small Investment management in FL Mid-size Investment management in FL Small Financial Planner in FL Mid-size Financial Planner in FL
-
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 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.
