Chatterton & Associates Revenue, Growth & Competitor Profile

DBA CHATTERTON & ASSOCIATES, THE WEALTH MANAGEMENT TEAM, INC.
DBA CHATTERTON & ASSOCIATES THE WEALTH MANAGEMENT TEAM, INC.
DBA THE WEALTH MANAGEMENT TEAM

Company Profile & Annual Report for Chatterton & Associates

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Chatterton & Associates Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	3061 E. La Palma Ave. Anaheim, CA 92806

Note: Revenues for privately held companies are statistical evaluations.


Chatterton & Associates's Annual Report & Profile shows critical firmographic facts:

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

Chatterton & Associates Annual Revenue and Growth Rate

Chatterton & Associates	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: Chatterton & Associates's revenues are gauged from an analysis of company filings.

Chatterton & Associates's Income Statement (based on Industry Averages)

Chatterton & Associates 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 Chatterton & Associates is developing and marketing. Chatterton & Associates doesn't have any recent trademark applications, indicating Chatterton & Associates 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
PROACTIVE VS. REACTIVE Financial administration of retirement plans; Financial asset management; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; and Financial consultation services	09/30/2016
BE PROACTIVE WITH US Financial administration of retirement plans; Financial asset management; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; and Financial consultation services	08/28/2015
WEALTH · TAX · ESTATE PLANNING YOU CAN TRUST Financing services	06/13/2013

See all trademarks and details in the Full Report.

Market Share of Chatterton & Associates's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
CENTAURUS FINANCIAL	Anaheim, CA	100
VELOX CLEARING	Anaheim, CA	52
CHATTERTON & ASSOCIATES	Anaheim, CA	51
JUST ELEMENTARY	Brea, CA	40
BROKERAGE DESIGN & DEVELOPMENT	Anaheim, CA	37
ROBERT E PAULHUS JR	Yorba Linda, CA	17

Future Competition: Chatterton & Associates's Fastest Growing Competitors

These companies are in the same general field as Chatterton & Associates 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)