Asset Planning Revenue, Growth & Competitor Profile

DBA ASSET PLANNING, INC

Company Profile & Annual Report for Asset Planning

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Asset Planning Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	10833 Valley View Street Suite 470 Cypress, CA 90630

Note: Revenues for privately held companies are statistical evaluations.


Asset Planning's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Asset Planning's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Asset Planning is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Asset Planning Annual Revenue and Growth Rate

Asset Planning	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Asset Planning's revenues are gauged from an analysis of company filings.

Asset Planning's Income Statement (based on Industry Averages)

Asset Planning 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

Market Share of Asset Planning's Largest Competitors

A competitive analysis shows these companies are in the same general field as Asset Planning, 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 Asset Planning. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CONSTANT INVESTMENTS	La Mirada, CA	100
WHITTIER CAPITAL	Whittier, CA	39
TRC INVESTMENTS	Buena Park, CA	31
O & P	Pico Rivera, CA	24
AUSPEX CAPITAL	La Palma, CA	23
PACIFC ESCROW	Pico Rivera, CA	22

Other Companies at 10833 Valley View Street, Cypress CA

Company	Headquarters	Revenue ($ MM)
F2 TPS	Cypress, CA	100
J PEREZ ASSOCIATES	Cypress, CA	17
NORIKAZU NISHIDA	Cypress, CA	4
STARCREST ESCROW	Cypress, CA	3
WEITZMAN & ESTES	Cypress, CA	3

Future Competition: Asset Planning's Fastest Growing Competitors

These companies are in the same general field as Asset Planning 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)