Cassaday Revenue, Growth & Competitor Profile

DBA CASSADAY & CO WEALTH MANAGEMENT LLC

Company Profile & Annual Report for Cassaday

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Cassaday Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	551114 Corporate, Subsidiary & Regional Managing Offices
Address	8180 Greensboro Drive Suite 1180 Mclean, VA 22102

Note: Revenues for privately held companies are statistical evaluations.


Cassaday's Annual Report & Profile shows critical firmographic facts:

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

Cassaday Annual Revenue and Growth Rate

Cassaday	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Cassaday's revenues are gauged from an analysis of company filings.

Cassaday's Income Statement (based on Industry Averages)

Cassaday 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 Cassaday is developing and marketing. Cassaday doesn't have any recent trademark applications, indicating Cassaday 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
CASSADAY & COMPANY, INC. INDEPENDENT WEALTH MANAGEMENT CONSOLIDATION INTEGRATION SIMPLIFICATION Financial services, namely, retirement funding financing in the nature of retirement fund investment services and retirement investment and wealth management services	05/23/2016
DIESEL Financial services, namely, retirement funding financing and management services	11/18/2007

See all trademarks and details in the Full Report.

Market Share of Cassaday's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
CASSADAY & CO WEALTH MANAGEMENT	Mclean, VA	100
CASSADAY	Mclean, VA	67
FOCUS HOLDINGS USA	Vienna, VA	60
MCLEAN GROUP	Mc Lean, VA	32
CLEARSIGHT ADVISORS	Mclean, VA	31
VLP FINANCIAL ADVISORS	Vienna, VA	17

Future Competition: Cassaday's Fastest Growing Competitors

These companies are in the same general field as Cassaday 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)