Charles Stephen Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Charles Stephen

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Charles Stephen Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	5951 Jefferson Street Ne, Suite D Albuquerque, NM 87109

Note: Revenues for privately held companies are statistical evaluations.


Charles Stephen's Annual Report & Profile shows critical firmographic facts:

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

Charles Stephen Annual Revenue and Growth Rate

Charles Stephen	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: Charles Stephen's revenues are gauged from an analysis of company filings.

Charles Stephen's Income Statement (based on Industry Averages)

Charles Stephen 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 Charles Stephen is developing and marketing. Charles Stephen doesn't have any recent trademark applications, indicating Charles Stephen 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
STRATEGIC BLUEPRINT FORMULA Financial analysis and consultation in the fields of financial planning, life insurance, and wealth coaching for individuals	08/16/2004
FINANCIAL COMPLEXITY TRAP Financial Services, namely financial planning, life insurance brokerage and exit planning	08/16/2004
DISCOVERY PROFILE SESSION Financial services, namely financial planning, life insurance brokerage and exit planning	08/16/2004

See all trademarks and details in the Full Report.

Market Share of Charles Stephen's Largest Competitors

A competitive analysis shows these companies are in the same general field as Charles Stephen, 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

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
DASKALOS DEVELOPMENT & INVESTMENTS	Albuquerque, NM	100
BAR FINANCIAL	Albuquerque, NM	70
CHARLES STEPHEN	Albuquerque, NM	52
BRAD JUSTICE DBA JUSTICE FINANCIAL	Albuquerque, NM	47
SPECIALIZED TRUST	Albuquerque, NM	45
GATEWAY FINANCIAL ADVISORS	Albuquerque, NM	33

Future Competition: Charles Stephen's Fastest Growing Competitors

These companies are in the same general field as Charles Stephen 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)