Summary
Winn Partners Financial Group
Founded in 2014
Description
Winn Partners Financial Group is a financial planning team providing Wealth Management, Retirement Solutions, Income planning, Comprehensive Asset Management, Legacy Planning, Tax Efficiency, and more. The heart of Winn Partners Financial Group is an o...
Strengths
- There are no known strengths for Winn Partners Financial Group
Weaknesses
- Winn Partners Financial Group has a very small market share in their industry
- Revenue generated per employee is less than the industry average
Annual Revenue
Winn Partners Financial Group's annual revenue
$1111000
Based on Kona Equity data
-
Revenue per employee
$222200
Employee Count
5 employees
Executives
Tara Tucker
Administrative Assistant
t**@winnpfg.comKenneth Moyer
Member, Team
k**@winnpfg.comJeff Winn
Managing Partner As Well As the Director of Retirement and Estate Planning
j**@winnpfg.comShelby Smith
Partner
s**@winnpfg.comKristina Rodionova
Manager, Client Services & Administrative Assistant
k**@winnpfg.comG 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
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Key Information
- Name: Winn Partners Financial Group
- Category: Investment management
- Industry: Financial consultant
- SIC: 62; 628
- NAICS: 52; 523
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Firmographic data Founded in 2014 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Winn Partners Financial Group's headquarters are located at 390 N Orange Ave Ste 750 750 Orlando, FL 32801.
Winn Partners Financial Group's official website is winnpfg.com
Winn Partners Financial Group's annual revenue is $1.1 M.
Winn Partners Financial Group's SIC: 62; 628
Winn Partners Financial Group's NAICS: 52; 523.
Winn Partners Financial Group has 5 employees
Winn Partners Financial Group is in the industry of Investment management.
