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Company Profiles: Revenue, Growth, Competition

Kasen Wealth Management Revenue, Growth & Competitor Profile

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Company Profile & Annual Report for Kasen Wealth Management

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Kasen Wealth Management Fast Facts

Revenue$1 - $10 million    See Exact Annual Revenue
Employees1 - 10Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address3500 W Olive Avenue, Suite 560
Burbank, CA 91505

Note: Revenues for privately held companies are statistical evaluations.


Kasen Wealth Management's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Kasen Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Kasen Wealth Management Annual Revenue and Growth Rate

Kasen Wealth Management 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):
Premium Report

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



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

Kasen Wealth Management P&L$ Millions
Revenue (Sales) Kasen Wealth Management Premium Report
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 Kasen Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Kasen 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 HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

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

Company HeadquartersRevenue ($ MM)
CONTRACT SERVICES ADMINISTRATION TRUST FUNDBurbank, CA100 
STARTENGINE CROWDFUNDINGBurbank, CA87 
FIDELITY CAPITAL HOLDINGSBurbank, CA19 
CONSOLIDATED CAPITAL MANAGEMENTBurbank, CA14 
LUKE SERVICES INC. DBA COMPREHENSIVE FINANCIAL SERVICESBurbank, CA5 
KASEN WEALTH MANAGEMENTBurbank, CA2 




Future Competition: Kasen Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Kasen 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.

CompanyRevenue ($ MM)
Kasen Wealth Management Competitors