Asi Wealth Management & Consulting Services Revenue, Growth & Competitor Profile

DBA ADVISORY SERVICES & INVESTMENTS, LLC
DBA ADVISORY SERVICES AND INVESTMENT, L.L.C.
DBA ADVISORY SERVICES & INVESTMENTS, LLC
DBA ASI WEALTH MANAGEMENT & CONSULTING

Company Profile & Annual Report for Asi Wealth Management & Consulting Services

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Asi Wealth Management & Consulting Services Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	15 Sw Colorado Suite 280 Bend, OR 97702

Note: Revenues for privately held companies are statistical evaluations.


Asi Wealth Management & Consulting Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Asi Wealth Management & Consulting Services's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Asi Wealth Management & Consulting Services is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Asi Wealth Management & Consulting Services Annual Revenue and Growth Rate

Asi Wealth Management & Consulting Services	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

Note: Asi Wealth Management & Consulting Services's revenues are gauged from an analysis of company filings.

Asi Wealth Management & Consulting Services's Income Statement (based on Industry Averages)

Asi Wealth Management & Consulting Services P&L	$ Millions
Revenue (Sales)
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Market Share of Asi Wealth Management & Consulting Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Asi Wealth Management & Consulting Services, 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)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Asi Wealth Management & Consulting Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
BH&RH INVESTMENTS	Redmond, OR	100
CENTRAL OREGON BUILDERS ASSOCIATION	Bend, OR	65
EAGLE WEALTH MANAGEMENT	Bend, OR	60
ASI WEALTH MANAGEMENT & CONSULTING SERVICES	Bend, OR	48
PACIFIC RESOURCE BROKERS	Bend, OR	28
AMP INSIGHTS	Bend, OR	26

Future Competition: Asi Wealth Management & Consulting Services's Fastest Growing Competitors

These companies are in the same general field as Asi Wealth Management & Consulting Services 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)