Berthel Fisher & Company Financial Services Revenue, Growth & Competitor Profile

DBA BERTHEL FISHER & COMPANY INC.
DBA BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Company Profile & Annual Report for Berthel Fisher & Company Financial Services

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Berthel Fisher & Company Financial Services Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	4201 42nd Street Ne Suite 100 Cedar Rapids, IA 52402

Note: Revenues for privately held companies are statistical evaluations.


Berthel Fisher & Company Financial Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Berthel Fisher & Company Financial Services's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Berthel Fisher & Company Financial Services is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Berthel Fisher & Company Financial Services Annual Revenue and Growth Rate

Berthel Fisher & Company Financial Services	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: Berthel Fisher & Company Financial Services's revenues are gauged from an analysis of company filings.

Berthel Fisher & Company Financial Services's Income Statement (based on Industry Averages)

Berthel Fisher & Company Financial Services 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 Berthel Fisher & Company Financial Services is developing and marketing. Berthel Fisher & Company Financial Services doesn't have any recent trademark applications, indicating Berthel Fisher & Company Financial Services 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
BERTHEL ONE Computer services, namely, providing a web-based system and online portal for customers to remotely manage, administer, modify and control their end user computer devices, data and software applications	07/16/2010
WHERE INDEPENDENCE MATTERS providing financial services, namely, securities and financial planning	01/14/2004

See all trademarks and details in the Full Report.

Market Share of Berthel Fisher & Company Financial Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Berthel Fisher & Company Financial 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)
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 Berthel Fisher & Company Financial Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
BERTHEL FISHER & COMPANY FINANCIAL SERVICES	Cedar Rapids, IA	100
WORLD TREND FINANCIAL PLANNING SERVICES	Cedar Rapids, IA	44
NATIONS FINANCIAL GROUP	Cedar Rapids, IA	39
FRONTIER FUTURES	Cedar Rapids, IA	25
WEHRHEIM GROUP LLC.	Cedar Rapids, IA	10
FINANCIAL RESOURCES GROUP	Cedar Rapids, IA	8

Future Competition: Berthel Fisher & Company Financial Services's Fastest Growing Competitors

These companies are in the same general field as Berthel Fisher & Company Financial 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)