Grand Wealth Management Revenue, Growth & Competitor Profile

DBA GRAND WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for Grand Wealth Management

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Grand Wealth Management 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	52392 Portfolio Management
Address	333 Bridge Street Nw Suite 800 Grand Rapids, MI 49504

Note: Revenues for privately held companies are statistical evaluations.


Grand Wealth Management's Annual Report & Profile shows critical firmographic facts:

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

Grand Wealth Management Annual Revenue and Growth Rate

Grand Wealth Management	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: Grand Wealth Management's revenues are gauged from an analysis of company filings.

Grand Wealth Management's Income Statement (based on Industry Averages)

Grand Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
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EBITDA
EBIT (Earnings Before Interest and Taxes)
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Market Share of Grand Wealth Management's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
FORMULAFOLIO INVESTMENT	Grand Rapids, MI	100
TRILLIUM MANAGEMENT MSV	Grand Rapids, MI	63
FORMULAFOLIO INVESTMENTS	Grand Rapids, MI	54
CENTENNIAL SECURITIES	Grand Rapids, MI	47
STRATEGIES TRM EQUITY FUND II ACCESS FUND	Grand Rapids, MI	34
LEGACY TRUST	Grand Rapids, MI	26

Future Competition: Grand Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Grand Wealth Management 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)