Evensky & Katz/Foldes Wealth Management Revenue, Growth & Competitor Profile

DBA EVENSKY & KATZ, LLC
DBA EVENSKY & KATZ / FOLDES FINANCIAL WEALTH MANAGEMENT
DBA EVENSKY & KATZ, LLC

Company Profile & Annual Report for Evensky & Katz/Foldes Wealth Management

Access the complete profile.

Evensky & Katz/Foldes Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	4000 Ponce De Leon Boulevard Suite 850 Coral Gables, FL 33146

Note: Revenues for privately held companies are statistical evaluations.


Evensky & Katz/Foldes Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Evensky & Katz/Foldes Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Evensky & Katz/Foldes Wealth Management is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Evensky & Katz/Foldes Wealth Management Annual Revenue and Growth Rate

Evensky & Katz/Foldes Wealth Management	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: Evensky & Katz/Foldes Wealth Management's revenues are gauged from an analysis of company filings.

Evensky & Katz/Foldes Wealth Management's Income Statement (based on Industry Averages)

Evensky & Katz/Foldes Wealth Management 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 Evensky & Katz/Foldes Wealth Management is developing and marketing. Evensky & Katz/Foldes Wealth Management doesn't have any recent trademark applications, indicating Evensky & Katz/Foldes Wealth Management 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
PLANNING TO LIVE WELL Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Financial trust planning	09/28/2015

See all trademarks and details in the Full Report.

Market Share of Evensky & Katz/Foldes Wealth Management's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
LADENBURG THALMANN FINANCIAL SERVICES	Miami, FL	100
INSIGNEO SECURITIES	Miami, FL	43
CI US HOLDINGS	Miami, FL	40
LAKEVIEW LOAN SERVICING	Coral Gables, FL	35
BAYVIEW ASSET MANAGEMENT	Coral Gables, FL	31
LAKEVIEW SERVICING	Coral Gables, FL	26

Other Companies at 4000 Ponce De Leon Boulevard, Coral Gables FL

Company	Headquarters	Revenue ($ MM)
HEMISPHERE MEDIA GROUP	Coral Gables, FL	100
DANIELS RODRIGUEZ BERKELEY DANIELS & CRUZ	Coral Gables, FL	40
BLUESTEIN & WAYNE P.A.	Coral Gables, FL	5

Future Competition: Evensky & Katz/Foldes Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Evensky & Katz/Foldes Wealth Management 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)