Date Published: November 28, 2017
Summary Power Point Deck: 12 Slides
Reference Power Point Deck: 50 Slides
Facet Wealth was founded as Fabric Wealth by Anders Jones & Patrick McKenna in 2016. The company is based in Baltimore, MD and has seven employees & $15 million assets under management. Facet Wealth is led by its Executive Chairman Patrick McKenna & CEO Anders Jones. Its web site can be found at www.facetwealth.com.
Facet Wealth's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
Its profile includes the key statistics of the firm, including its number of offices; employees; clients; accounts; net new accounts; assets under management; net flows; revenues per client; revenues; cost of goods sold; selling, general, & administrative expenses; acquisitions; operating income total costs; earnings before interest, tax, depreciation, and amoritization (EBITDA); & net profits.
- Early Phase
- Middle Phase
- Recent Phase
Its profile includes detailed outlines of its core services, including:
And its profile concludes with the highlights of its organizational structure & ownership.