Halpern Financial Revenue, Growth & Competitor Profile

DBA HALPERN FINANCIAL, INC.

Company Profile & Annual Report for Halpern Financial

Access the complete profile.

Halpern Financial 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	52393 Financial Planning & Investment Advice
Address	20365 Exchange Street Suite 200 Ashburn, VA 20147

Note: Revenues for privately held companies are statistical evaluations.


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

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

Halpern Financial Annual Revenue and Growth Rate

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

Halpern Financial's Income Statement (based on Industry Averages)

Halpern Financial 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

Market Share of Halpern Financial's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
SEQUOIA HOLDINGS	Herndon, VA	100
ADDREX	Herndon, VA	47
MASON ASSOCIATES	Reston, VA	42
BIA FINANCIAL NETWORK	Chantilly, VA	28
RIVER FARM SERVICES	Leesburg, VA	24
FEDSIGHT	Leesburg, VA	17

Other Companies at 20365 Exchange Street, Ashburn VA

Company	Headquarters	Revenue ($ MM)
CPG BEYOND	Ashburn, VA	100
CAPITOL POWER SERVICE	Ashburn, VA	20
KNOWLEDGEBANK	Ashburn, VA	14
FRAMEWORK DEVELOPMENT GROUP	Ashburn, VA	1
CPG GOVERNMENT SERVICES	Ashburn, VA	0

Future Competition: Halpern Financial's Fastest Growing Competitors

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