Kasen Wealth Management Revenue, Growth & Competitor Profile

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
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	3500 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)
  • Kasen Wealth Management's annual revenues are $1 - $10 million (see exact revenue data)
• 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):

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)
Cost of Goods Sold
Gross Profit
Operating Expenses
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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	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 Kasen Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CONTRACT SERVICES ADMINISTRATION TRUST FUND	Burbank, CA	100
STARTENGINE CROWDFUNDING	Burbank, CA	87
FIDELITY CAPITAL HOLDINGS	Burbank, CA	19
CONSOLIDATED CAPITAL MANAGEMENT	Burbank, CA	14
LUKE SERVICES INC. DBA COMPREHENSIVE FINANCIAL SERVICES	Burbank, CA	5
KASEN WEALTH MANAGEMENT	Burbank, CA	2

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.

Company	Revenue ($ MM)