Fiduciary Partners Trust Revenue, Growth & Competitor Profile

DBA FIDUCIARY PARTNERS, INC.

Company Profile & Annual Report for Fiduciary Partners Trust

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Fiduciary Partners Trust 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	523991 Trust, Fiduciary & Custody Activities
Address	3913 W. Prospect Avenue, Suite 201 Appleton, WI 54914

Note: Revenues for privately held companies are statistical evaluations.


Fiduciary Partners Trust's Annual Report & Profile shows critical firmographic facts:

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

Fiduciary Partners Trust Annual Revenue and Growth Rate

Fiduciary Partners Trust	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: Fiduciary Partners Trust's revenues are gauged from an analysis of company filings.

Fiduciary Partners Trust's Income Statement (based on Industry Averages)

Fiduciary Partners Trust 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 Fiduciary Partners Trust is developing and marketing. Fiduciary Partners Trust doesn't have any recent trademark applications, indicating Fiduciary Partners Trust 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
FIDUCIARY PARTNERS Trustee services, namely, financial trust administration and management of trust accounts for individual trustees; personal financial trust administration services; Financial services, namely, decedents' estate settlement and probate administration services in the nature of financial asset custody for estate trust management purposes, and financial administration, distribution, and management of estate trusts; Decedents' revocable estate trust settlement services, namely, financial asset custody for estate trust management purposes, and financial administration, distribution, and management of estate trusts; representative services as a trustee, namely, trustee services; services related to administration and custody of assets, namely, financial asset management; providing financial custody services to investment advisors and their clients, namely, maintaining possession of financial assets for others for financial management purposes; Financial administration of individual retirement accounts; bill payment services for individuals; trustee services in the nature of acting as financial representative under powers of attorney	04/07/2017
FIDUCIARY PARTNERS INDEPENDENT TRUST SERVICES FP Trust services, namely, investment and trust company services	11/26/2008

See all trademarks and details in the Full Report.

Market Share of Fiduciary Partners Trust's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
LEGACY PRIVATE TRUST	Neenah, WI	100
FIDUCIARY PARTNERS TRUST	Appleton, WI	93
GATEWAY PARTNERS HOLDINGS	Appleton, WI	70
NORTH STAR ASSET MANAGEMENT	Neenah, WI	47
PROVIDENT FINANCIAL CONSULTANTS	Oshkosh, WI	43
ADVISORS' PRIDE INC. DBA PROVISIONS WEALTH PLANNERS	Appleton, WI	38

Future Competition: Fiduciary Partners Trust's Fastest Growing Competitors

These companies are in the same general field as Fiduciary Partners Trust 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)