Bna Wealth Revenue, Growth & Competitor Profile

DBA BNA WEALTH AND CONSOLIDATED SECURITIES
DBA BNA WEALTH, INC.
DBA CONSOLIDATED INVESTMENT ADVISORS/CONSOLIDATED SECURITIES
DBA THE LAWRENCE D. VITEZ CORPORATION
DBA THE LAWRENCE D. VITEZ CORPORATIN

Company Profile & Annual Report for Bna Wealth

Access the complete profile.

Bna 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	596 Herrons Ferry Road Suite 300 Rock Hill, SC 29730

Note: Revenues for privately held companies are statistical evaluations.


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

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

Bna Wealth Annual Revenue and Growth Rate

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

Bna Wealth's Income Statement (based on Industry Averages)

Bna 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 Bna Wealth's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
LPL FINANCIAL	Fort Mill, SC	100
FINANCIAL RESOURCES GROUP INVEST	Fort Mill, SC	2
R.P. BOGGS	Lake Wylie, SC	0
NBI FINANCIAL GROUP	Clover, SC	0
BEYOND WEALTH FINANCIAL ADVISORS	Rock Hill, SC	0
BRIDGE FINANCIAL PARTNERS	Fort Mill, SC	0

Future Competition: Bna Wealth's Fastest Growing Competitors

These companies are in the same general field as Bna 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)