Excell Wealth Partners Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Excell Wealth Partners

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Excell Wealth Partners Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	1707 Sw 25th Circle Battle Ground, WA 98604

Note: Revenues for privately held companies are statistical evaluations.


Excell Wealth Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Excell Wealth Partners's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Excell Wealth Partners is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Excell Wealth Partners Annual Revenue and Growth Rate

Excell Wealth Partners	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: Excell Wealth Partners's revenues are gauged from an analysis of company filings.

Excell Wealth Partners's Income Statement (based on Industry Averages)

Excell Wealth Partners 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)
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Market Share of Excell Wealth Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Excell Wealth Partners, 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)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Excell Wealth Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
INVEST WEST MANAGEMENT LLC.	Vancouver, WA	100
HURLEY DEVELOPMENT	Vancouver, WA	52
MCNAIRE UNDERWRITERS	Vancouver, WA	26
SAVAGE INVESTMENT STRATEGIES	Vancouver, WA	15
EXCELL WEALTH PARTNERS	Battle Ground, WA	6
AKIYAMA FINANCIAL SERVICES	Vancouver, WA	3

Future Competition: Excell Wealth Partners's Fastest Growing Competitors

These companies are in the same general field as Excell Wealth Partners 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)