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Company Profiles: Revenue, Growth, Competition

ROEHL & YI INVESTMENT ADVISORS Revenue, Growth & Competitor Profile

DBA ROEHL & SITTNER INVESTMENT ADVISORS, LLC
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Company Profile & Annual Report for Roehl & YI Investment Advisors

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Roehl & YI Investment Advisors Fast Facts

Revenue$1 - $10 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry52312 Securities Brokerage
Address450 Country Club Rd Ste 200
Eugene, OR 97401

Note: Revenues for privately held companies are statistical evaluations.


Roehl & YI Investment Advisors's annual revenues are $1-$10 million (see exact revenue data) and has 10-100 employees. It is classified as operating in the Securities Brokerage industry.


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

Roehl & YI Investment Advisors Annual Revenue and Growth Rate

Roehl & YI Investment Advisors Revenue Est.
($ Million)
Growth Rate (%)# Employees
2018 Details in Premium Report
2017
2016
2015
2014
2013
2012


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

Note: Roehl & YI Investment Advisors's revenues are gauged from an analysis of company filings.



Roehl & YI Investment Advisors's Income Statement (based on Industry Averages)

$ Millions
(Industry Average)
Roehl & YI Investment Advisors Revenue (Sales) Roehl & YI Investment Advisors 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
 


Recession Risk

Determine whether Roehl & YI Investment Advisors 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 Roehl & YI Investment Advisors 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.



Market Share of Roehl & YI Investment Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Roehl & YI Investment Advisors, 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)
SOUTHCOAST COMMERCIALSan Diego, CA100 
FIRST COMMAND FINANCIAL SERVICESFort Worth, TX0 
UBS FINANCIAL SERVICESColumbus, OH0 
JEFFERIES GROUPNew York, NY0 
RBC USA HOLDCOMinneapolis, MN0 
TD AMERITRADE HOLDINGOmaha, NE0 
BGC PARTNERSNew York, NY0 
CANTOR FITZGERALDNew York, NY0 
VIRTU FINANCIALNew York, NY0 




Nearby Competitors

These companies are similar in business line and location to Roehl & YI Investment Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
FULL ACCESS BROKERAGEEugene, OR100 
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICESEugene, AL47 
ROEHL & YI INVESTMENT ADVISORSEugene, OR42 
SITTNER & NELSONEugene, OR21 
MCS FINANCIAL ADVISORSEugene, OR15 
BIELEFELDT FINANCIAL MANAGEMENTEugene, OR12 




Future Competition: Roehl & YI Investment Advisors's Fastest Growing Competitors

These companies are in the same general field as Roehl & YI Investment Advisors 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)
Roehl & YI Investment Advisors Competitors