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

  • Revenue per employee

    $276444

  • Variance of revenue growth

    0.0

  • Annual revenue growth since founding

    $172821

  • Revenue growth rate from first known quarter to current

    10.0%

Employee Count

18 employees

  • Employee growth rate from first known quarter to current

    -4.5%

Executives

Annette Wargo

Chief Financial Officer

a**@wnyasset.com

Michael Workley

Business Analyst

m**@wnyasset.com

Laureen Syta

Wealth Associate & Manager

l**@wnyasset.com

Nicholas Scibilia

Director, Operations

n**@wnyasset.com

Michele Balseca

Client Service Associate

m**@wnyasset.com

William Mistretta

Wealth Associate & Manager

w**@wnyasset.com

Robert Castiglione

Partner

r**@wnyasset.com

Christopher Panza

Senior Manager, Wealth

c**@wnyasset.com

Ronald Lojacono

Partner

r**@wnyasset.com

Eugene O'Connor

Member of the Investment Management Committee

e**@wnyasset.com

Christine Kennedy

Business Administrator

c**@wnyasset.com

Debra Brown

Senior Manager, Wealth

d**@wnyasset.com

Joann Occhino

Front Office Administrator

j**@wnyasset.com

Daniel Gartland

Wealth Associate & Manager

d**@wnyasset.com

Jennifer Topp

Client Service Associate

j**@wnyasset.com

Jessica Heins

Client Service Associate

j**@wnyasset.com

Kathy Gardner

Executive Administrator

k**@wnyasset.com

Zachary Shroyer

Director, Finance

z**@wnyasset.com

David Jarosz

Senior Manager, Wealth

d**@wnyasset.com

Arya Kc

Assistant Manager

a**@wnyasset.com

Thomas Druelinger

Planning Associate

t**@wnyasset.com

G 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

6500 Sheridan Dr, Ste 200 
Williamsville, NY  14221

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Key Information

  • SIC: 62; 6211
  • NAICS: 523910; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with WNY Asset Management.

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Frequently Asked Questions

Where is WNY Asset Management located?

WNY Asset Management's headquarters are located at 6500 Sheridan Dr, Ste 200  Williamsville, NY  14221.


What is WNY Asset Management's official website?

WNY Asset Management's official website is wnyasset.com


What is WNY Asset Management's revenue?

WNY Asset Management's annual revenue is $5.0 M.


What is WNY Asset Management's SIC code?

WNY Asset Management's SIC: 62; 6211


What is WNY Asset Management's NAICS code?

WNY Asset Management's NAICS: 523910; 523.


How many employees does WNY Asset Management's have?

WNY Asset Management has 18 employees


What industry does WNY Asset Management belong to?

WNY Asset Management is in the industry of Financial services.

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