Carlson Financial Revenue, Growth & Competitor Profile

DBA CARLSON AND COMPANY FINANCIAL SERVICES LLC
DBA CARLSON & COMPANY FINANCIAL SERVICES, LLC

Company Profile & Annual Report for Carlson Financial

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Carlson Financial Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52393 Financial Planning & Investment Advice
Address	5207 Hickory Park Drive Suite E Glen Allen, VA 23059

Note: Revenues for privately held companies are statistical evaluations.


Carlson Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Carlson Financial's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Carlson Financial is classified as operating in the Financial Planning & Investment Advice industry, NAICS Code 52393.

Carlson Financial Annual Revenue and Growth Rate

Carlson Financial	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: Carlson Financial's revenues are gauged from an analysis of company filings.

Carlson Financial's Income Statement (based on Industry Averages)

Carlson Financial 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 Carlson Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as Carlson Financial, 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)
MERCER INVESTMENTS	Boston, MA	100
BALLAST INVESTMENTS	San Francisco, CA	3
CHARTER OAK BUILDING MAINTENANCE	Hartford, CT	2
STARTUPS COM	Powell, OH	2
MIDWEST COMMERCIAL INTERIORS	Salt Lake City, UT	2
SOBH INVESTMENTS	Detroit, MI	2
OMNI FINANCIAL OF NEVADA	Las Vegas, NV	2
HOBSON FINANCIAL GROUP OF ILLINOIS INC. DBA HOLLYWOOD BLVD CINEMA	Woodridge, IL	1
SHAMPAN LAMPORT	Melville, NY	1

Nearby Competitors

These companies are similar in business line and location to Carlson Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CS FINANCIAL GROUP	Glen Allen, VA	100
CAPITOL SECURITIES MANAGEMENT	Glen Allen, VA	94
KASCH LEVITCH MCALEER & ASSOCIATES	Glen Allen, VA	23
CARLSON FINANCIAL	Glen Allen, VA	16
RVA WEALTH MANAGEMENT	Glen Allen, VA	12
MAINSAIL WEALTH ADVISORS	Gloucester, VA	11
CAPITAL MANAGEMENT	Glen Allen, VA	9
SITESTAR	Glen Allen, VA	7
HUTCHINSON FINANCIAL ADVISORS	Glen Allen, VA	6
A W SMITH FINANCIAL GROUP	Glen Allen, VA	5

Future Competition: Carlson Financial's Fastest Growing Competitors

These companies are in the same general field as Carlson Financial 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)