FMS Financial Partners Revenue, Growth & Competitor Profile

DBA FINANCIAL MANAGEMENT SERVICES, INC.

Company Profile & Annual Report for FMS Financial Partners

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FMS Financial Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	6345 Balboa Blvd., Suite 290 Encino, CA 91316

Note: Revenues for privately held companies are statistical evaluations.


FMS Financial Partners's Annual Report & Profile shows critical firmographic facts:

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

FMS Financial Partners Annual Revenue and Growth Rate

FMS Financial Partners	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: FMS Financial Partners's revenues are gauged from an analysis of company filings.

FMS Financial Partners's Income Statement (based on Industry Averages)

FMS Financial 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)
Net Profit

Trademark Applications

Trademark applications show the products and services that FMS Financial Partners is developing and marketing. FMS Financial Partners's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark

Date

FMS FINANCIAL PARTNERS, INC. Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Insurance risk management; On-line financial planning services

01/29/2024

See all trademarks and details in the Full Report.

Market Share of FMS Financial Partners's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
JONESTRADING INSTITUTIONAL SERVICES	Thousand Oaks, CA	100
ASSOCIATED FOREIGN EXCHANGE	Woodland Hills, CA	87
ONE CAPITAL MANAGEMENT	Westlake Village, CA	50
TAPCHECK	Tarzana, CA	36
BLAZE LIFE HOLDINGS	Sylmar, CA	26
MORTON CAPITAL MANAGEMENT	Agoura Hills, CA	23

Future Competition: FMS Financial Partners's Fastest Growing Competitors

These companies are in the same general field as FMS Financial 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)