CLEARY GULL Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Cleary Gull

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Cleary Gull Fast Facts

Revenue	N/A    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52312 Securities Brokerage
Address	411 East Wisconsin Avenue Suite 1850 Milwaukee, WI 53202 clearygull.com

Note: Revenues for privately held companies are statistical evaluations.




Cleary Gull's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
• What industry is the company in?

Trademark Applications

Trademark applications show the products and services that Cleary Gull is developing and marketing. Cleary Gull doesn't have any recent trademark applications, indicating Cleary Gull 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
CLEARWEALTH estate planning; investment consultation; investment management; and financial planning for retirement	03/19/2007
THE CLEARY COMPANIES investment advising, investment consulting, investment banking and securities trading and brokerage	04/29/2005

See all trademarks and details in the Full Report.

Recession Risk

Determine whether Cleary Gull grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Cleary Gull is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.

Market Share of Cleary Gull's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ROBERT W. BAIRD	Milwaukee, WI	100
LEFT LANE MINDSET	Milwaukee, WI	0
MASON WELLS	Milwaukee, WI	0
PORT ADVISORS	Milwaukee, WI	0
GRACE MATTHEWS	Milwaukee, WI	0
TMT CAPITAL	Milwaukee, WI	0

Future Competition: Cleary Gull's Fastest Growing Competitors

These companies are in the same general field as Cleary Gull 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)