Barrett Revenue, Growth & Competitor Profile

DBA BARRETT & COMPANY, INC.

Company Profile & Annual Report for Barrett

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Barrett Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	42 Weybosset Street Providence, RI 02903

Note: Revenues for privately held companies are statistical evaluations.


Barrett's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Barrett's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Barrett is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Barrett Annual Revenue and Growth Rate

Barrett	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: Barrett's revenues are gauged from an analysis of company filings.

Barrett's Income Statement (based on Industry Averages)

Barrett 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 Barrett is developing and marketing. Barrett doesn't have any recent trademark applications, indicating Barrett 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

THE FOUR SQUARE METHOD Personalized financial portfolio management, marketed and sold to high net worth individuals and institutions; personalized funds investment and fund investment consultation services, marketed and sold to high net worth individuals and institutions; personalized capital investment counseling services, marketed and sold to high net worth individuals and institutions; personalized management of portfolios comprising securities, marketed and sold to high net worth individuals and institutions; personalized investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts, marketed and sold to high net worth individuals and institutions; personalized financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others, marketed and sold to high net worth individuals and institutions; all the foregoing excluding financing of loans

02/28/2020

See all trademarks and details in the Full Report.

Market Share of Barrett's Largest Competitors

A competitive analysis shows these companies are in the same general field as Barrett, 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)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
NAUTIC PARTNERS	Providence, RI	100
BROWN LISLE/CUMMINGS	Providence, RI	22
BARRETT	Providence, RI	19
WALL GROUP	East Providence, RI	8
AGNIEL COMMODITES	Providence, RI	8
WEYBOSSET RESEARCH & MANAGEMENT	Providence, RI	5

Future Competition: Barrett's Fastest Growing Competitors

These companies are in the same general field as Barrett 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)