Horst & Graben Wealth Management Revenue, Growth & Competitor Profile

DBA HORST & GRABEN WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for Horst & Graben Wealth Management

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Horst & Graben Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	3 Centerpointe Drive Ste 410 Lake Oswego, OR 97035

Note: Revenues for privately held companies are statistical evaluations.


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

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

Horst & Graben Wealth Management Annual Revenue and Growth Rate

Horst & Graben Wealth Management	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: Horst & Graben Wealth Management's revenues are gauged from an analysis of company filings.

Horst & Graben Wealth Management's Income Statement (based on Industry Averages)

Horst & Graben Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
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Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
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Trademark Applications

Trademark applications show the products and services that Horst & Graben Wealth Management is developing and marketing. Horst & Graben Wealth Management doesn't have any recent trademark applications, indicating Horst & Graben Wealth Management 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

HORST&GRABEN financial services, namely, wealth management services; investment advice; financial planning; financial planning for retirement; financial advice, namely, budget planning; financial planning services, namely, planning charitable giving programs on behalf of wealthy individuals or families; financial management of employee pension plans; investment management; investment advisory services; financial risk management consultation; and insurance consulting in the field of life, health, disability, and long-term care insurance

06/05/2018

See all trademarks and details in the Full Report.

Market Share of Horst & Graben Wealth Management's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
JENSEN INVESTMENT MANAGEMENT	Lake Oswego, OR	100
PAULSON INVESTMENT	Lake Oswego, OR	88
MARATHON MANAGEMENT	Wilsonville, OR	55
NORTHWEST CAPITAL MANAGEMENT	Lake Oswego, OR	50
HUMAN INVESTING	Lake Oswego, OR	50
POTOMAC POINT GROUP	Beaverton, OR	50

Other Companies at 3 Centerpointe Drive, Lake Oswego OR

Company	Headquarters	Revenue ($ MM)
HOFFMAN STEWART & SCHMIDT PC	Lake Oswego, OR	100
ROSE LAW FIRM P.C.	Lake Oswego, OR	33
RICHARD J. SOHLER ATTORNEY AT LAW	Lake Oswego, OR	16
MACADAM CAPITAL PARTNERS	Lake Oswego, OR	13
PAUL R. GARY & ASSOCIATES P.C.	Lake Oswego, OR	9

Future Competition: Horst & Graben Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Horst & Graben 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)