Summary
Yerba Buena Financial Partners
Founded in 2004
Description
Yerba Buena Financial Partners (YBFP) is a private wealth management firm providing truly independent boutique service with a dynamic process designed to help grow and protect wealth. Based in the San Francisco Bay Area, we are dedicated to helping ind...
Strengths
- Yerba Buena Financial Partners has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Yerba Buena Financial Partners was founded, the company has grown faster than the industry average
Annual Revenue
Yerba Buena Financial Partners's annual revenue
$7306000
Based on Kona Equity data
-
Revenue per employee
$730600
-
Annual revenue growth since founding
$405889
Employee Count
10 employees
Executives
Kat Gartin
HR Administrator
k**@ybfp.comAbah Asep
Karyawan
a**@ybfp.comKaye Robinson
Director, Client Services & Marketing
k**@ybfp.comAndrew Zittell
Founding Partner
a**@ybfp.comNicole Liston
Marketing Assistant
n**@ybfp.comMaureen Eisenstein
Account Manager
m**@ybfp.comKellie Burkett
Operations
k**@ybfp.comG Score - 3
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.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Yerba Buena Financial Partners
- Category: Investment management
- Industry: Financial planner
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Firmographic data G Score of 3 Founded in 2004 #Finance #Investment Banking
Frequently Asked Questions
Yerba Buena Financial Partners's headquarters are located at 1010 B St Ste 217 217 San Rafael, CA 94901.
Yerba Buena Financial Partners's official website is ybfp.com
Yerba Buena Financial Partners's annual revenue is $7.3 M.
Yerba Buena Financial Partners has 10 employees
Yerba Buena Financial Partners is in the industry of Investment management.
