KA Gregory Wealth Management 401K Plan Revenue, Growth & Competitor Profile

Company Profile & Annual Report for KA Gregory Wealth Management 401K Plan

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KA Gregory Wealth Management 401K Plan Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	244 Latitude Lane Suite 105 Lake Wylie, SC 29710

Note: Revenues for privately held companies are statistical evaluations.


KA Gregory Wealth Management 401K Plan's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • KA Gregory Wealth Management 401K Plan's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • KA Gregory Wealth Management 401K Plan is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

KA Gregory Wealth Management 401K Plan Annual Revenue and Growth Rate

KA Gregory Wealth Management 401K Plan	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: KA Gregory Wealth Management 401K Plan's revenues are gauged from an analysis of company filings.

KA Gregory Wealth Management 401K Plan's Income Statement (based on Industry Averages)

KA Gregory Wealth Management 401K Plan P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Total Operating Expenses
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EBIT (Earnings Before Interest and Taxes)
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Market Share of KA Gregory Wealth Management 401K Plan's Largest Competitors

A competitive analysis shows these companies are in the same general field as KA Gregory Wealth Management 401K Plan, 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 KA Gregory Wealth Management 401K Plan. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
LPL FINANCIAL	Fort Mill, SC	100
FINANCIAL RESOURCES GROUP INVEST	Fort Mill, SC	2
R.P. BOGGS	Lake Wylie, SC	0
NBI FINANCIAL GROUP	Clover, SC	0
BEYOND WEALTH FINANCIAL ADVISORS	Rock Hill, SC	0
BRIDGE FINANCIAL PARTNERS	Fort Mill, SC	0

Future Competition: KA Gregory Wealth Management 401K Plan's Fastest Growing Competitors

These companies are in the same general field as KA Gregory Wealth Management 401K Plan 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)