Equity Planning GRP Revenue, Growth & Competitor Profile

DBA EQUITY PLANNING GROUP, LTD

Company Profile & Annual Report for Equity Planning GRP

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Equity Planning GRP Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	4041 W Sylvania Ave Suite 200 Toledo, OH 43623

Note: Revenues for privately held companies are statistical evaluations.


Equity Planning GRP's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Equity Planning GRP's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Equity Planning GRP is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Equity Planning GRP Annual Revenue and Growth Rate

Equity Planning GRP	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

Note: Equity Planning GRP's revenues are gauged from an analysis of company filings.

Equity Planning GRP's Income Statement (based on Industry Averages)

Equity Planning GRP 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 Equity Planning GRP's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
KMG FIDUCIARY PARTNERS	Toledo, OH	100
S&D CAPITAL	Oregon, OH	74
FINANCIAL DESIGN GROUP	Toledo, OH	67
EQUITY PLANNING GRP	Toledo, OH	59
ROHRS & ASSOCIATES	Toledo, OH	39
PPG TOLEDO	Toledo, OH	38
GARRISON FINANCIAL	Toledo, OH	25
WHETRO ADVISORS	Toledo, OH	20
AMERIPRISE FINANICAL	Toledo, OH	20
DAVID T. CLARKE	Toledo, OH	19

Future Competition: Equity Planning GRP's Fastest Growing Competitors

These companies are in the same general field as Equity Planning GRP 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)