Family Wealth Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Family Wealth Group

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Family Wealth 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	52391 Venture Capital, Multifamily Investment Firms & Other Intermediation
Address	2704 Old Rosebud Rd, Ste 180 Lexington, KY 40509

Note: Revenues for privately held companies are statistical evaluations.


Family Wealth Group's Annual Report & Profile shows critical firmographic facts:

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

Family Wealth Group Annual Revenue and Growth Rate

Family Wealth Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

Note: Family Wealth Group's revenues are gauged from an analysis of company filings.

Family Wealth Group's Income Statement (based on Industry Averages)

Family Wealth Group 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 Family Wealth Group's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
FORCHT GROUP	Lexington, KY	100
FAMILY WEALTH GROUP	Lexington, KY	4
LEGACY CONSULTING GROUP	Lexington, KY	1
WRENNE FINANCIAL PLANNING	Lexington, KY	1
PARAGON PRIVATE WEALTH MANAGEMENT	Lexington, KY	1
WTS INVESTMENTS	Lexington, KY	1

Future Competition: Family Wealth Group's Fastest Growing Competitors

These companies are in the same general field as Family Wealth 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)