Francis Investment Counsel Revenue, Growth & Competitor Profile

DBA FRANCIS LLC

Company Profile & Annual Report for Francis Investment Counsel

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Francis Investment Counsel 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	52393 Financial Planning & Investment Advice
Address	19435 W. Capitol Drive Brookfield, WI 53045

Note: Revenues for privately held companies are statistical evaluations.


Francis Investment Counsel's Annual Report & Profile shows critical firmographic facts:

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

Francis Investment Counsel Annual Revenue and Growth Rate

Francis Investment Counsel	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: Francis Investment Counsel's revenues are gauged from an analysis of company filings.

Francis Investment Counsel's Income Statement (based on Industry Averages)

Francis Investment Counsel 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 Francis Investment Counsel is developing and marketing. Francis Investment Counsel doesn't have any recent trademark applications, indicating Francis Investment Counsel 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
WORK-LIFE-MONEY BALANCE Financial services, namely, retirement plan investment advising services	02/18/2022
MOOLATUDE Downloadable computer software application for providing financial services, namely, retirement plan investment advising services	11/29/2016
MONEYADVICE@WORK financial services, namely, retirement plan investment advising services	10/30/2016

See all trademarks and details in the Full Report.

Market Share of Francis Investment Counsel's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ELLENBECKER INVESTMENT GROUP	Pewaukee, WI	100
BAY MARKETFORCE	West Bend, WI	67
MERSBERGER FINANCIAL GROUP	Sheboygan Falls, WI	60
ROCK POINT PARTNERS	West Bend, WI	47
STEWART-PETERSON GROUP	West Bend, WI	45
NEXT LEVEL PLANNING & WEALTH MANAGEMENT	Brookfield, WI	41

Future Competition: Francis Investment Counsel's Fastest Growing Competitors

These companies are in the same general field as Francis Investment Counsel 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)