Integris Wealth Management Revenue, Growth & Competitor Profile

DBA INTEGRIS WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for Integris Wealth Management

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Integris Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	5242 Insurance Agencies & Brokerages
Address	435 Washington Street Suite A Monterey, CA 93940

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Integris Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Integris Wealth Management is classified as operating in the Insurance Agencies & Brokerages industry, NAICS Code 5242.

Integris Wealth Management Annual Revenue and Growth Rate

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

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

Integris 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
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Integris Wealth Management is developing and marketing. Integris Wealth Management doesn't have any recent trademark applications, indicating Integris 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
INTEGRIS Financial planning and investment advisory services	02/10/2011

See all trademarks and details in the Full Report.

Market Share of Integris Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Integris 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)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
GOVERNMENT EMPLOYEES HEALTH ASSOCIATION	Lees Summit, MO	85
CIGNA GROUP	Bloomfield, CT	40
AMI BENEFIT PLAN ADMINISTRATORS	Youngstown, OH	18
SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION	Rockville, MD	16
PROGRESSIVE CASUALTY INSURANCE	Mayfield Village, OH	12
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
AON CONSULTING	Lincolnshire, IL	9
LIBERTY MUTUAL INSURANCE	Boston, MA	8

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
CALIFORNIA CAPITAL INSURANCE	Monterey, CA	100
CIG HOLDING	Monterey, CA	18
INTEGRIS WEALTH MANAGEMENT	Monterey, CA	3
CARMEL INSURANCE AGENCY	Carmel, CA	2
ENRIQUE RAMIREZ INSURANCE & FINANCIAL	Soledad, CA	2
MICHAEL B KELLY INSURANCE SERVICES	Carmel, CA	2

Future Competition: Integris Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Integris 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)