David Lerner Associates Revenue, Growth & Competitor Profile

Company Profile & Annual Report for David Lerner Associates

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David Lerner Associates Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	Po Box 9006 477 Jericho Turnpike Syosset, NY 11791

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • David Lerner Associates's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • David Lerner Associates is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

David Lerner Associates Annual Revenue and Growth Rate

David Lerner Associates	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$100 - $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: David Lerner Associates's revenues are gauged from an analysis of company filings.

David Lerner Associates's Income Statement (based on Industry Averages)

David Lerner 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 David Lerner Associates is developing and marketing. David Lerner Associates doesn't have any recent trademark applications, indicating David Lerner 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
THE MIDDLE GROUND OF INVESTING Investment brokerage	10/01/2010
THE APPOINTMENT IS FREE; THE ADVICE COULD BE PRICELESS Investment brokerage	10/01/2010
DAVEY MAES FINANCIAL INVESTMENT SERVICES, NAMELY OFFERING INVESTMENT OPPORTUNITIES IN COLLATERALIZED MORTGAGE OBLIGATIONS	06/13/1988

See all trademarks and details in the Full Report.

Market Share of David Lerner Associates's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
MORNINGSIDE ELITE MANAGEMENT	Setauke, NY	100
MAXIM GROUP	Woodbury, NY	32
DAVID LERNER ASSOCIATES	Syosset, NY	28
FIRST EMPIRE HOLDING	Hauppauge, NY	26
NATIONAL BIZ	Hauppauge, NY	20
TRIDENT PARTNERS	Woodbury, NY	14

Future Competition: David Lerner Associates's Fastest Growing Competitors

These companies are in the same general field as David Lerner 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)