Blue Heron Financial Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Blue Heron Financial Group

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Blue Heron Financial Group Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	1410 Forest Drive Ste 30 Annapolis, MD 21403

Note: Revenues for privately held companies are statistical evaluations.


Blue Heron Financial Group's Annual Report & Profile shows critical firmographic facts:

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

Blue Heron Financial Group Annual Revenue and Growth Rate

Blue Heron Financial Group	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: Blue Heron Financial Group's revenues are gauged from an analysis of company filings.

Blue Heron Financial Group's Income Statement (based on Industry Averages)

Blue Heron Financial Group P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
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Operating Expenses
Advertising
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Market Share of Blue Heron Financial Group's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
NEW ENERGY EQUITY	Annapolis, MD	100
SCARBOROUGH CAPITAL MANAGEMENT	Annapolis, MD	54
BAY POINT WEALTH	Annapolis, MD	41
MPB COMMODITIES BROKERAGE	Annapolis, MD	30
PREMIER PLANNING GROUP	Annapolis, MD	29
ABR CONSULTING	Annapolis, MD	27

Future Competition: Blue Heron Financial Group's Fastest Growing Competitors

These companies are in the same general field as Blue Heron Financial Group 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)