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  September 5, 2001
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Home > Company Index > Financial Services > Asset Management > Gilman + Ciocia, Inc.

Gilman + Ciocia, Inc.
Nasdaq: GTAX
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 PROFILE
Gilman + Ciocia aims to make money management a less taxing task for middle- and upper-income Americans. The company offers financial planning services (more than three-quarters of revenue), assisting individuals with insurance, investments, pensions, estate planning, and such. Gilman + Ciocia also prepares about 150,000 federal, state, and local tax returns annually, including some through its e1040.com Web site. Through aggressive acquisitions, the company has grown to more than 140 offices in nearly 20 states. Gilman + Ciocia bought InLine Financial Group, which counts more than 100 professional hockey players among its clients. CEO James Ciocia and COO Thomas Povinelli together own 28% of the firm.

 COMPETITION
Citigroup Inc. (C)
H&R Block, Inc. (HRB)
Merrill Lynch & Co., Inc. (MER)

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 FINANCIAL OVERVIEW
Fiscal Year-End: June
2000 Sales (mil.): 89.60
1-Yr. Sales Growth: 77.8%
Employees: 628
Revenue per employee: $142,675.16

 KEY PEOPLE
• James Ciocia
    CEO
• David D. Puyear
    CFO

 CONTACT INFO
1311 Mamaroneck Ave., Ste. 130
White Plains, NY 10605
US
Phone: 914-397-4829
Fax: -

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