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Company Profiles: Revenue, Growth, Competition

PRIVATE OCEAN Revenue, Growth & Competitor Profile

DBA SALIENT WEALTH MANAGEMENT, LLC
Last updated:

Company Awards

Fast Growing
Fastest Growing
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Private Ocean

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Private Ocean Fast Facts

Revenue$50 - $100 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address100 Smith Ranch Road, Suite 300
San Rafael, CA 94903

Note: Revenues for privately held companies are statistical evaluations.


Private Ocean's annual revenues are $50-$100 million (see exact revenue data) and has 10-100 employees. It is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry.


Private Ocean's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?

Private Ocean Annual Revenue and Growth Rate

Private Ocean Revenue Est.
($ Million)
Growth Rate (%)# Employees
2019 Details in Premium Report
2018
2017
2016
2015
2014


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Private Ocean's revenues are gauged from an analysis of company filings.



Private Ocean's Income Statement (based on Industry Averages)

$ Millions
(Industry Average)
Private Ocean Revenue (Sales) Private Ocean Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Trademark Applications

Trademark applications show the products and services that Private Ocean is developing and marketing. Private Ocean doesn't have any recent trademark applications, indicating Private Ocean is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
BETAPLUS
Financial services, namely, investment management and advice; fiscal valuations and assessments; cash management; financial analysis; consulting in the fields of finance, real estate investments, capital investments, investment securities, financial planning, wealth management and asset management
05/10/2011
PRIVATE OCEAN
Consulting in the field of taxation
09/15/2009

See all trademarks and details in the Full Report.


Recession Risk

Determine whether Private Ocean grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Private Ocean is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.



U.S. Industry Overview & Market Statistics:
Securities, Commodity Contracts & Other Financial Investments

Publisher: AnythingResearch

  • Market Size
  • Growth Rate
  • 5-Year Market Forecast
  • Average Company Size & Growth
  • Salary & Compensation Benchmarks



Market Share of Private Ocean's Largest Competitors

A competitive analysis shows these companies are in the same general field as Private Ocean, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
CITIGROUPNew York, NY100 
FEDERAL HOME LOAN MORTGAGEMclean, VA63 
FMRBoston, MA38 
FITCHNew York, NY31 
INTL FCSTONENew York City, NY24 
MORGAN STANLEY DIRECT LENDING FUNDNew York, NY22 
SOCIETE GENERALENew York, NY21 
BEAU DIETL & ASSOCIATES SECURITY & INVESTIGATIONSNew York, NY20 
EDWARD D. JONESSt. Louis, MO20 




Nearby Competitors

These companies are similar in business line and location to Private Ocean. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
HANSEL ENTERPRISESPetaluma, CA100 
NEPHILA ADVISORSLarkspur, CA21 
BPN-RPCRohnert Park, CA13 
APERIO GROUPSausalito, CA8 
PRIVATE OCEANSan Rafael, CA7 
ACORE CAPITALLarkspur, CA7 




Future Competition: Private Ocean's Fastest Growing Competitors

These companies are in the same general field as Private Ocean and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Private Ocean Competitors