Fidelity Investments Revenue, Growth & Competitor Profile

DBA NATIONAL FINANCIAL SERVICES LLC

Company Profile & Annual Report for Fidelity Investments

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Fidelity Investments Fast Facts

Revenue	Less than $1 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	525 Pension Funds, Trusts & Other Financial Vehicles
Additional NAICS Codes	541513 Computer Facilities Management Services
Address	Po Box 67300 Dallas, TX 75267

Note: Revenues for privately held companies are statistical evaluations.


Fidelity Investments's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Fidelity Investments's annual revenues are Less than $1 million (see exact revenue data)
• What industry is the company in?
  • Fidelity Investments is classified as operating in the Pension Funds, Trusts & Other Financial Vehicles industry, NAICS Code 525.

Fidelity Investments Annual Revenue and Growth Rate

Fidelity Investments	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Less than $1 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Fidelity Investments's revenues are gauged from an analysis of company filings.

Fidelity Investments's Income Statement (based on Industry Averages)

Fidelity Investments 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 Fidelity Investments's Largest Competitors

A competitive analysis shows these companies are in the same general field as Fidelity Investments, 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)
STEELWORKERS CHARITABLE & EDUCATIONAL ORGANIZATION	Pittsburgh, PA	100
BUSINESS HEALTH TRUST	Mukilteo, WA	9
ARES MANAGEMENT	Los Angeles, CA	6
VOYA RETIREMENT ADVISORS	Windsor, CT	6
GREATER ST. LOUIS CONSTRUCTION	St Louis, MO	5
AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION	Washington, DC	4

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
CREATIVE MEDIA & COMMUNITY TRUST	Dallas, TX	100
COMMERCE STREET INVESTMENT MANAGEMENT	Dallas, TX	14
REVERE CAPITAL MANAGEMENT	Dallas, TX	11
FIDELITY INVESTMENTS	Dallas, TX	0

Future Competition: Fidelity Investments's Fastest Growing Competitors

These companies are in the same general field as Fidelity Investments 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)