Cfs Investment Advisory Services Revenue, Growth & Competitor Profile

DBA CFS INVESTMENT ADVISORY SERVICES LLC

Company Profile & Annual Report for Cfs Investment Advisory Services

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Cfs Investment Advisory Services Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	97 Lackawanna Avenue Suite 101 Totowa, NJ 07512

Note: Revenues for privately held companies are statistical evaluations.


Cfs Investment Advisory Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Cfs Investment Advisory Services's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Cfs Investment Advisory Services is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Cfs Investment Advisory Services Annual Revenue and Growth Rate

Cfs Investment Advisory Services	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Cfs Investment Advisory Services's revenues are gauged from an analysis of company filings.

Cfs Investment Advisory Services's Income Statement (based on Industry Averages)

Cfs Investment Advisory Services 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 Cfs Investment Advisory Services is developing and marketing. Cfs Investment Advisory Services doesn't have any recent trademark applications, indicating Cfs Investment Advisory Services 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
OUR FAMILY CARING FOR YOUR FAMILY FOR GENERATIONS Financial administration of retirement plans; Financial information and advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Individual retirement account services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans	08/05/2020
GPS GROW. PROTECT. SIMPLIFY. Financial information and advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial administration of retirement plans; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans	03/25/2016
GPS GOVERNANCE. POLICY. SIMPLIFICATION. Financial administration of retirement plans; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial information and advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans	03/25/2016

See all trademarks and details in the Full Report.

Market Share of Cfs Investment Advisory Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Cfs Investment Advisory Services, 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

Future Competition: Cfs Investment Advisory Services's Fastest Growing Competitors

These companies are in the same general field as Cfs Investment Advisory Services 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)