Bullock Wealth Management Inc Dba Wellington Investment Advisors Revenue, Growth & Competitor Profile

DBA WELLINGTON INVESTMENT ADVISORS
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Company Profile & Annual Report for Bullock Wealth Management Inc Dba Wellington Investment Advisors

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Bullock Wealth Management Inc Dba Wellington Investment Advisors Fast Facts

Revenue$1 - $10 million    See Exact Annual Revenue
Employees1 - 10Exact Company Size
Primary Industry52311 Investment Banking & Securities Dealing
Address121 E 6th St. Suite 2
Bloomington, IN 47408

Note: Revenues for privately held companies are statistical evaluations.


Bullock Wealth Management Inc Dba Wellington Investment Advisors's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
    • Bullock Wealth Management Inc Dba Wellington Investment Advisors's annual revenues are $1 - $10 million (see exact revenue data)
  • What industry is the company in?
    • Bullock Wealth Management Inc Dba Wellington Investment Advisors is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Bullock Wealth Management Inc Dba Wellington Investment Advisors Annual Revenue and Growth Rate

Bullock Wealth Management Inc Dba Wellington Investment Advisors 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):
Premium Report

Note: Bullock Wealth Management Inc Dba Wellington Investment Advisors's revenues are gauged from an analysis of company filings.



Bullock Wealth Management Inc Dba Wellington Investment Advisors's Income Statement (based on Industry Averages)

Bullock Wealth Management Inc Dba Wellington Investment Advisors P&L$ Millions
Revenue (Sales) Bullock Wealth Management Inc Dba Wellington Investment Advisors Premium Report
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)
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Market Share of Bullock Wealth Management Inc Dba Wellington Investment Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Bullock Wealth Management Inc Dba Wellington Investment Advisors, 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 HeadquartersRevenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY100 
RAYMOND JAMES INVESTMENT MANAGEMENTSt Petersburg, FL39 
MERRILL LYNCHNew York, NY19 
SAFE HARBOR PUBLICATIONSSouthampton, NY17 
STIFEL FINANCIALSt Louis, MO16 
CREDIT SUISSE ASSET MANAGEMENTNew York, NY12 
RBC CAPITAL MARKETSNew York, NY8 
BNP PARIBAS ASSET MANAGEMENT USANew York, NY7 
MACQUARIE HOLDINGS USANew York, NY7 




Nearby Competitors

These companies are similar in business line and location to Bullock Wealth Management Inc Dba Wellington Investment Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
HURLOW WEALTH MANAGEMENT GROUPBloomington, IN100 
TQWMGBloomington, IN31 
BULLOCK WEALTH MANAGEMENT INC DBA WELLINGTON INVESTMENT ADVISORSBloomington, IN13 


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Future Competition: Bullock Wealth Management Inc Dba Wellington Investment Advisors's Fastest Growing Competitors

These companies are in the same general field as Bullock Wealth Management Inc Dba Wellington Investment Advisors 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.

CompanyRevenue ($ MM)
Bullock Wealth Management Inc Dba Wellington Investment Advisors Competitors