Balance Investments of Florida Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Balance Investments of Florida

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Balance Investments of Florida Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	1061 S. Barfield Marco Island, FL 34145

Note: Revenues for privately held companies are statistical evaluations.


Balance Investments of Florida's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Balance Investments of Florida's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Balance Investments of Florida is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Balance Investments of Florida Annual Revenue and Growth Rate

Balance Investments of Florida	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Balance Investments of Florida's revenues are gauged from an analysis of company filings.

Balance Investments of Florida's Income Statement (based on Industry Averages)

Balance Investments of Florida P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
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Total Operating Expenses
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EBITDA
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Market Share of Balance Investments of Florida's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
MORAN WEALTH MANAGEMENT	Naples, FL	100
BALANCE INVESTMENTS OF FLORIDA	Marco Island, FL	51
EDWARDS ASSET MANAGEMENT	Naples, FL	38
INCITE HOLDINGS	Naples, FL	13
LEGACY CAPITAL ADVISORS	Naples, FL	10
STURGES	Naples, FL	6

Future Competition: Balance Investments of Florida's Fastest Growing Competitors

These companies are in the same general field as Balance Investments of Florida 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)