Bazis Private Wealth Revenue, Growth & Competitor Profile

DBA BAZIS PRIVATE WEALTH, LLC

Company Profile & Annual Report for Bazis Private Wealth

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Bazis Private Wealth 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	14301 Fnb Parkway Ste. 100 Omaha, NE 68154

Note: Revenues for privately held companies are statistical evaluations.


Bazis Private Wealth's Annual Report & Profile shows critical firmographic facts:

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

Bazis Private Wealth Annual Revenue and Growth Rate

Bazis Private Wealth	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: Bazis Private Wealth's revenues are gauged from an analysis of company filings.

Bazis Private Wealth's Income Statement (based on Industry Averages)

Bazis Private Wealth 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 Bazis Private Wealth's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	100
AMERITRADE ONLINE HOLDINGS	Omaha, NE	100
ORION ADVISOR SOLUTIONS	Omaha, NE	20
NORTHSTAR FINANCIAL SERVICES	Omaha, NE	7
CARSON GROUP INVESTING	Omaha, NE	6
BURLINGTON CAPITAL MULTIFAMILY ACCESS FUND	Omaha, NE	4

Other Companies at 14301 Fnb Parkway, Omaha NE

Company	Headquarters	Revenue ($ MM)
AVIOR WEALTH MANAGEMENT GROUP	Omaha, NE	100
GREEN & ASSOCIATES	Omaha, NE	2
PERSISTENT SENTINEL	Omaha, NE	1
STRICKLETT & ASSOCIATES	Omaha, NE	0
INOTEK	Omaha, NE	0

Future Competition: Bazis Private Wealth's Fastest Growing Competitors

These companies are in the same general field as Bazis Private Wealth 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)