Alpha Financial Partners Revenue, Growth & Competitor Profile

DBA ALPHA FINANCIAL PARTNERS LLC

Company Profile & Annual Report for Alpha Financial Partners

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Alpha Financial Partners Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Additional NAICS Codes	52312 Securities Brokerage
Address	710 E. Main Street Suite 110 Lexington, KY 40502

Note: Revenues for privately held companies are statistical evaluations.


Alpha Financial Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Alpha Financial Partners's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Alpha Financial Partners is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Alpha Financial Partners Annual Revenue and Growth Rate

Alpha Financial Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

Note: Alpha Financial Partners's revenues are gauged from an analysis of company filings.

Alpha Financial Partners's Income Statement (based on Industry Averages)

Alpha Financial Partners P&L	$ Millions
Revenue (Sales)
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 Alpha Financial Partners is developing and marketing. Alpha Financial Partners doesn't have any recent trademark applications, indicating Alpha Financial Partners 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
ALPHA FINANCIAL PARTNERS financial services, namely, financial advisory and consulting services specializing in the complex financial needs of high net worth clients and their businesses; excluding the creation, underwriting, issuance, and administration of insurance and annuity products and services, and direct lending and banking products and services	05/02/2022
STOCK MARKET SEATBELT Financial services, namely, financial advisory and consulting services specializing in the complex financial needs of high net worth clients and their businesses	01/08/2020

See all trademarks and details in the Full Report.

Market Share of Alpha Financial Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Alpha Financial Partners, 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	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
PARAGON PRIVATE WEALTH MANAGEMENT	Lexington, KY	100
FAMILY FINANCIAL PARTNERS	Lexington, KY	72
ALPHA FINANCIAL PARTNERS	Lexington, KY	27
WEALTH MANAGEMENT ADVISORS	Lexington, KY	18
FISHBACK MANAGEMENT & RESEARCH	Lexington, KY	17
SORRELL	Lexington, KY	8

Future Competition: Alpha Financial Partners's Fastest Growing Competitors

These companies are in the same general field as Alpha Financial Partners 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.

Company	Revenue ($ MM)