Cook Wealth Management Group Revenue, Growth & Competitor Profile

DBA THE COOK GROUP FINANCIAL ADVISORS, LLC
DBA COOK WEALTH MANAGEMENT GROUP, LLC

Company Profile & Annual Report for Cook Wealth Management Group

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Cook Wealth Management Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	4101 Lake Boone Trail Suite 200 Raleigh, NC 27607

Note: Revenues for privately held companies are statistical evaluations.


Cook Wealth Management Group's Annual Report & Profile shows critical firmographic facts:

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

Cook Wealth Management Group Annual Revenue and Growth Rate

Cook Wealth Management Group	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: Cook Wealth Management Group's revenues are gauged from an analysis of company filings.

Cook Wealth Management Group's Income Statement (based on Industry Averages)

Cook Wealth Management Group 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 Cook Wealth Management Group is developing and marketing. Cook Wealth Management Group doesn't have any recent trademark applications, indicating Cook Wealth Management Group 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
EXCLUSIVE CFO Financial management; Financial planning	10/20/2008

See all trademarks and details in the Full Report.

Market Share of Cook Wealth Management Group's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
NATIONAL COATINGS & SUPPLIES	Raleigh, NC	100
CAPFINANCIAL PARTNERS	Raleigh, NC	58
FAIRVIEW	Raleigh, NC	4
FAIRVIEW INVESTMENT SERVICES	Raleigh, NC	3
NSA ACQUISITION	Raleigh, NC	2
SENTINEL RISK ADVISORS	Raleigh, NC	2

Other Companies at 4101 Lake Boone Trail, Raleigh NC

Company	Headquarters	Revenue ($ MM)
NIFONG LAW FIRM PLLC DBA NK PATENT LAW	Raleigh, NC	100
ARMOR INVESTMENT ADVISORS	Raleigh, NC	100
RKJ GROUP	Raleigh, NC	85
DREHER MARTIN CPAS P.A.	Raleigh, NC	25
PEACE OF MIND WEALTH MANAGEMENT	Raleigh, NC	0

Future Competition: Cook Wealth Management Group's Fastest Growing Competitors

These companies are in the same general field as Cook Wealth Management Group 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)