Clifford Wealth Management Dba Holistic Wealth Advisors Revenue, Growth & Competitor Profile

DBA HOLISTIC WEALTH ADVISORS

Company Profile & Annual Report for Clifford Wealth Management Dba Holistic Wealth Advisors

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Clifford Wealth Management Dba Holistic Wealth Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	5 Southside Dr. Suite 204 Clifton Park, NY 12065

Note: Revenues for privately held companies are statistical evaluations.


Clifford Wealth Management Dba Holistic Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Clifford Wealth Management Dba Holistic Wealth Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Clifford Wealth Management Dba Holistic Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Clifford Wealth Management Dba Holistic Wealth Advisors Annual Revenue and Growth Rate

Clifford Wealth Management Dba Holistic Wealth Advisors	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: Clifford Wealth Management Dba Holistic Wealth Advisors's revenues are gauged from an analysis of company filings.

Clifford Wealth Management Dba Holistic Wealth Advisors's Income Statement (based on Industry Averages)

Clifford Wealth Management Dba Holistic Wealth Advisors 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 Clifford Wealth Management Dba Holistic Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Clifford Wealth Management Dba Holistic Wealth Advisors, 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 Clifford Wealth Management Dba Holistic Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CAPITAL AREA-HUDSON VALLEY NEW YORK DENTAL PC	Clifton Park, NY	100
FENIMORE ASSET MANAGEMENT	Cobleskill, NY	51
CLIFFORD WEALTH MANAGEMENT DBA HOLISTIC WEALTH ADVISORS	Clifton Park, NY	13
TENNANT FINANCIAL	Ballston Lake, NY	12
FOURSTARDAVE LLC D/B/A TEAL WEALTH MANAGEMENT	Malta, NY	11
WALTHAUSEN	Malta, NY	9

Future Competition: Clifford Wealth Management Dba Holistic Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Clifford Wealth Management Dba Holistic Wealth Advisors 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)