Heritage Strategies Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Heritage Strategies

Access the complete profile.

Heritage Strategies Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52421 Insurance Agencies & Brokers
Address	135 Crossways Park Drive Suite 402 Woodbury, NY 11797

Note: Revenues for privately held companies are statistical evaluations.


Heritage Strategies's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Heritage Strategies's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Heritage Strategies is classified as operating in the Insurance Agencies & Brokers industry, NAICS Code 52421.

Heritage Strategies Annual Revenue and Growth Rate

Heritage Strategies	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: Heritage Strategies's revenues are gauged from an analysis of company filings.

Heritage Strategies's Income Statement (based on Industry Averages)

Heritage Strategies 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 Heritage Strategies is developing and marketing. Heritage Strategies doesn't have any recent trademark applications, indicating Heritage Strategies 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

HS HERITAGE STRATEGIES LLC Print publications, namely, books in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith, family, health and wellness

04/29/2015

See all trademarks and details in the Full Report.

Market Share of Heritage Strategies's Largest Competitors

A competitive analysis shows these companies are in the same general field as Heritage Strategies, 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)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
SEQUOIA ONE PEO	Tempe, AZ	5
ARTHUR J. GALLAGHER	Itasca, IL	4
MARSH & MCLENNAN COMPANIES	New York, NY	4
WILLIS NORTH AMERICA	Nashville, TN	3
IOWA BANKERS MORTGAGE	Johnston, IA	3
LOCKTON	Kansas City, MO	2
HUB INTERNATIONAL LIMITED	Chicago, IL	2

Nearby Competitors

These companies are similar in business line and location to Heritage Strategies. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
STERLING & STERLING	Woodbury, NY	100
ARC EXCESS & SURPLUS	Jericho, NY	90
AMERICAN PARA PROFESSIONAL SYSTEMS	Jericho, NY	78
NETWORK ADJUSTERS	Farmingdale, NY	54
PROFESSIONAL GROUP PLANS	Hauppauge, NY	53
EQUITY SETTLEMENT SERVICES	Smithtown, NY	47

Other Companies at 135 Crossways Park Drive, Woodbury NY

Company	Headquarters	Revenue ($ MM)
STERLING & STERLING	Woodbury, NY	100
CLK MANAGEMENT	Woodbury, NY	6
CLK OPERATING	Woodbury, NY	2
SEA CLIFF CHAMBER PLAYERS	Woodbury, NY	0
TRI-ED DISTRIBUTION	Woodbury, NY	0

Future Competition: Heritage Strategies's Fastest Growing Competitors

These companies are in the same general field as Heritage Strategies 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)