Summary
WNY Asset Management
Founded in 1994
Description
WNY Asset Management wants to help you plan for the future. Let us do what we do best. Help you get there. Retirement, financial planning and more.
Strengths
- WNY Asset Management has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since WNY Asset Management was founded, the company has grown faster than the industry average
Annual Revenue
WNY Asset Management's annual revenue
$4976000
Based on Kona Equity data
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Revenue per employee
$276444
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Variance of revenue growth
0.0
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Annual revenue growth since founding
$172821
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Revenue growth rate from first known quarter to current
10.0%
Employee Count
18 employees
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Employee growth rate from first known quarter to current
-4.5%
Executives
Annette Wargo
Chief Financial Officer
a**@wnyasset.comMichael Workley
Business Analyst
m**@wnyasset.comLaureen Syta
Wealth Associate & Manager
l**@wnyasset.comNicholas Scibilia
Director, Operations
n**@wnyasset.comMichele Balseca
Client Service Associate
m**@wnyasset.comWilliam Mistretta
Wealth Associate & Manager
w**@wnyasset.comRobert Castiglione
Partner
r**@wnyasset.comChristopher Panza
Senior Manager, Wealth
c**@wnyasset.comRonald Lojacono
Partner
r**@wnyasset.comEugene O'Connor
Member of the Investment Management Committee
e**@wnyasset.comChristine Kennedy
Business Administrator
c**@wnyasset.comDebra Brown
Senior Manager, Wealth
d**@wnyasset.comJoann Occhino
Front Office Administrator
j**@wnyasset.comDaniel Gartland
Wealth Associate & Manager
d**@wnyasset.comJennifer Topp
Client Service Associate
j**@wnyasset.comJessica Heins
Client Service Associate
j**@wnyasset.comKathy Gardner
Executive Administrator
k**@wnyasset.comZachary Shroyer
Director, Finance
z**@wnyasset.comDavid Jarosz
Senior Manager, Wealth
d**@wnyasset.comArya Kc
Assistant Manager
a**@wnyasset.comThomas Druelinger
Planning Associate
t**@wnyasset.comG Score - 6
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.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Key Information
- Name: WNY Asset Management
- Category: Financial services
- Industry: Financial Planner
- SIC: 62; 6211
- NAICS: 523910; 523
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By City Williamsville Small Financial Planner in Williamsville Mid-size Financial Planner in Williamsville Financial services in Williamsville Small Financial services in Williamsville Mid-size Financial services in Williamsville
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By State NY Small companies in NY Financial services in NY Small Financial services in NY Mid-size Financial services in NY Small Financial Planner in NY Mid-size Financial Planner in NY
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Firmographic data G Score of 6 Founded in 1994 SIC: 62 SIC: 6211 NAICS: 523910 NAICS: 523 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
WNY Asset Management's headquarters are located at 6500 Sheridan Dr, Ste 200 Williamsville, NY 14221.
WNY Asset Management's official website is wnyasset.com
WNY Asset Management's annual revenue is $5.0 M.
WNY Asset Management's SIC: 62; 6211
WNY Asset Management's NAICS: 523910; 523.
WNY Asset Management has 18 employees
WNY Asset Management is in the industry of Financial services.