Deschutes Portfolio Strategyllc Revenue, Growth & Competitor Profile

DBA DESCHUTES PORTFOLIO STRATEGIES, LLC

Company Profile & Annual Report for Deschutes Portfolio Strategyllc

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Deschutes Portfolio Strategyllc Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	4949 Meadows Road Suite 200 Lake Oswego, OR 97035

Note: Revenues for privately held companies are statistical evaluations.


Deschutes Portfolio Strategyllc's Annual Report & Profile shows critical firmographic facts:

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

Deschutes Portfolio Strategyllc Annual Revenue and Growth Rate

Deschutes Portfolio Strategyllc	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: Deschutes Portfolio Strategyllc's revenues are gauged from an analysis of company filings.

Deschutes Portfolio Strategyllc's Income Statement (based on Industry Averages)

Deschutes Portfolio Strategyllc P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
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Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Deschutes Portfolio Strategyllc is developing and marketing. Deschutes Portfolio Strategyllc doesn't have any recent trademark applications, indicating Deschutes Portfolio Strategyllc 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
MATISSE [financial services and prime brokerage services, namely, brokerage and dealer services in securities, bonds, mutual funds, commodities and investment vehicles provided to hedge fund managers and money managers;] financial investment and management services; financial advisory and consulting services	09/01/2005

See all trademarks and details in the Full Report.

Market Share of Deschutes Portfolio Strategyllc's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
JENSEN INVESTMENT MANAGEMENT	Lake Oswego, OR	100
PAULSON INVESTMENT	Lake Oswego, OR	88
MARATHON MANAGEMENT	Wilsonville, OR	55
NORTHWEST CAPITAL MANAGEMENT	Lake Oswego, OR	50
HUMAN INVESTING	Lake Oswego, OR	50
POTOMAC POINT GROUP	Beaverton, OR	50

Other Companies at 4949 Meadows Road, Lake Oswego OR

Company	Headquarters	Revenue ($ MM)
REFF GROUP	Lake Oswego, OR	100
NEXT WEALTH MANAGEMENT	Lake Oswego, OR	8
ORAL HEALTH OUTREACH	Lake Oswego, OR	0
MORRISON STREET CAPITAL	Lake Oswego, OR	0

Future Competition: Deschutes Portfolio Strategyllc's Fastest Growing Competitors

These companies are in the same general field as Deschutes Portfolio Strategyllc 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)