Four Quadrant Wealth Advisors Revenue, Growth & Competitor Profile

DBA FOUR QUADRANT WEALTH ADVISORS, INC.

Company Profile & Annual Report for Four Quadrant Wealth Advisors

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Four Quadrant Wealth Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management 52393 Financial Planning & Investment Advice
Address	11939 N Meridian St Ste 225 Carmel, IN 46032

Note: Revenues for privately held companies are statistical evaluations.


Four Quadrant Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Four Quadrant Wealth Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Four Quadrant Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Four Quadrant Wealth Advisors Annual Revenue and Growth Rate

Four Quadrant Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Four Quadrant Wealth Advisors's revenues are gauged from an analysis of company filings.

Four Quadrant Wealth Advisors's Income Statement (based on Industry Averages)

Four Quadrant Wealth Advisors 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 Four Quadrant Wealth Advisors is developing and marketing. Four Quadrant Wealth Advisors doesn't have any recent trademark applications, indicating Four Quadrant Wealth Advisors 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
FOUR QUADRANTS Financial advice and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning; Financial retirement plan consulting services; Providing a web site featuring personal financial information and financial advice	08/13/2019
MILLIONAIRE DENTIST Financial advice and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning; Financial retirement plan consulting services; Providing a web site featuring personal financial information and financial advice	08/13/2019

See all trademarks and details in the Full Report.

Market Share of Four Quadrant Wealth Advisors's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
OXFORD FINANCIAL GROUP	Carmel, IN	100
VALEO FINANCIAL ADVISORS	Carmel, IN	83
PUNKE HOLDINGS	Westfield, IN	19
HOUSE INVESTMENTS	Carmel, IN	16
SHEPHERD FINANCIAL INVESTMENT ADVISORY	Carmel, IN	15
INTRA AMERICAN METALS	Noblesville, IN	7

Future Competition: Four Quadrant Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Four Quadrant Wealth Advisors 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)