Channel Wealth Revenue, Growth & Competitor Profile

DBA CHANNEL WEALTH, LLC

Company Profile & Annual Report for Channel Wealth

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Channel Wealth Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	3700 State Street Suite 240 Santa Barbara, CA 93105

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Channel Wealth's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Channel Wealth is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Channel Wealth Annual Revenue and Growth Rate

Channel Wealth	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):

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

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

Channel 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 Channel Wealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Channel 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)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
PROTEK INVESTMENTS	Santa Barbara, CA	100
CHANNEL WEALTH	Santa Barbara, CA	24
VANTAGEPOINT MANAGEMENT	Santa Barbara, CA	11
KISS CAPITAL	Santa Barbara, CA	10
CONNOR CAPITAL SB	Santa Barbara, CA	8
SANTA BARBARA ADVISORS	Santa Barbara, CA	8

Future Competition: Channel Wealth's Fastest Growing Competitors

These companies are in the same general field as Channel 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)