Ellenbecker Investment Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Ellenbecker Investment Group

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Ellenbecker Investment Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	541611 Administrative Management & General Management Consulting Services
Address	N35 W23877 Highfield Court Suite 200 Pewaukee, WI 53072

Note: Revenues for privately held companies are statistical evaluations.


Ellenbecker Investment Group's Annual Report & Profile shows critical firmographic facts:

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

Ellenbecker Investment Group Annual Revenue and Growth Rate

Ellenbecker Investment 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: Ellenbecker Investment Group's revenues are gauged from an analysis of company filings.

Ellenbecker Investment Group's Income Statement (based on Industry Averages)

Ellenbecker Investment Group P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
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Trademark Applications

Trademark applications show the products and services that Ellenbecker Investment Group is developing and marketing. Ellenbecker Investment Group doesn't have any recent trademark applications, indicating Ellenbecker Investment 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
WEALTH ADVISORS FOR REAL LIFE Investment management; financial portfolio analysis services; financial advisory and consultancy services	02/11/2022
EXCEPTIONAL PLANNING. EXTRAORDINARY SERVICE. Investment management; financial portfolio analysis services; financial advisory and consultancy services	06/17/2020
FINANCIAL CONVERSATIONS GUIDED WITH CARE Investment management; financial portfolio analysis services; financial advisory and consultancy services	06/04/2019

See all trademarks and details in the Full Report.

Market Share of Ellenbecker Investment Group's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ELLENBECKER INVESTMENT GROUP	Pewaukee, WI	100
BAY MARKETFORCE	West Bend, WI	67
MERSBERGER FINANCIAL GROUP	Sheboygan Falls, WI	60
ROCK POINT PARTNERS	West Bend, WI	47
STEWART-PETERSON GROUP	West Bend, WI	45
NEXT LEVEL PLANNING & WEALTH MANAGEMENT	Brookfield, WI	41

Future Competition: Ellenbecker Investment Group's Fastest Growing Competitors

These companies are in the same general field as Ellenbecker Investment 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)