Summary
Zinnia Wealth Management LLC
Founded in 2007
Description
Zinnia Wealth Management is a financial planning company that specializes in retirement and income planning strategies. They offer a range of services including income planning, investment strategies, Social Security maximization, legacy planning, and ...
Strengths
- Zinnia Wealth Management LLC 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 Zinnia Wealth Management LLC was founded, the company has grown faster than the industry average
Annual Revenue
Zinnia Wealth Management LLC's annual revenue
$2707000
Based on Kona Equity data
-
Revenue per employee
$386714
-
Variance of revenue growth
0.04
-
Annual revenue growth since founding
$1116133
-
Revenue growth rate from first known quarter to current
104.2%
Employee Count
7 employees
-
Employee growth rate from first known quarter to current
85.4%
Executives
Josephine Wise
Executive Assistant
j**@zinniawealth.comGabriel Rodriguez
ABA Services Clinical Director
g**@zinniawealth.comCarly Carbone
Case Manager
c**@zinniawealth.comAdam Bhaijee
Chief Financial Officer
a**@zinniawealth.comChristine Dupont
Manager, Human Resources
c**@zinniawealth.comGoldie Hester
Associate Advisor
g**@zinniawealth.comMike Doody
Recovery Center Clinical Director (Denver)
m**@zinniawealth.comJerome Eickstaedt
Clinical Outreach Coordinator
j**@zinniawealth.comFrank Gentile
Director, Business Development
f**@zinniawealth.comJenna Santora
Senior Admissions Representative
j**@zinniawealth.comKristina Bucco
Director, Clinical Operations
k**@zinniawealth.comCraig Tuchon
Senior Therapist
c**@zinniawealth.comCharisse Rivers
CEO
c**@zinniawealth.comJoseph Riling
Infrastructure Engineer
j**@zinniawealth.comTheodore James
Admissions Manager
t**@zinniawealth.comKatie Boyd
Director, Operations
k**@zinniawealth.comEny Torres
Director Of Nursing
e**@zinniawealth.comRyan Bennett
Vice President, People Operations
r**@zinniawealth.comMegan Shaver
Business Development Specialist
m**@zinniawealth.comYalitza Gil
Charge Nurse
y**@zinniawealth.comRebecca Hill
Admissions Manager
r**@zinniawealth.comAlexis Renteria
Regional Manager, Human Resources
a**@zinniawealth.comPhone Management
Chief Executive Officer
p**@zinniawealth.comShawn Smith
Operations Leader
s**@zinniawealth.comMary Pope
Office Manager
m**@zinniawealth.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
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Key Information
- Name: Zinnia Wealth Management LLC
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
See similar companies
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By City Windermere Small Financial Planner in Windermere Mid-size Financial Planner in Windermere
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By State FL Small companies in FL Small Financial Planner in FL Mid-size Financial Planner in FL
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner
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Firmographic data G Score of 6 Founded in 2007 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Zinnia Wealth Management LLC's headquarters are located at 9100 Conroy Windermere Rd., Ste. 200 201 Windermere, FL 34786.
Zinnia Wealth Management LLC's official website is zinniawealth.com
Zinnia Wealth Management LLC's annual revenue is $2.7 M.
Zinnia Wealth Management LLC's SIC: 62
Zinnia Wealth Management LLC's NAICS: 523; 52.
Zinnia Wealth Management LLC has 7 employees
