Keudell Morrison Wealth Management Revenue, Growth & Competitor Profile

DBA KEUDELL/MORRISON WEALTH MANAGE
DBA KEUDELL MORRISON WEALTH MANAGEME
DBA KEUDELL MORRISON WEALTH MANAGEMENT, LLC
DBA MYRIAD III LLC

Company Profile & Annual Report for Keudell Morrison Wealth Management

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Keudell Morrison Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	235 Front St. Se Suite 300 Salem, OR 97301

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Keudell Morrison Wealth Management's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Keudell Morrison Wealth Management is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Keudell Morrison Wealth Management Annual Revenue and Growth Rate

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

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

Keudell Morrison Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Market Share of Keudell Morrison Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Keudell Morrison 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)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
TRUE PRIVATE WEALTH ADVISORS	Salem, OR	100
ETECH CONSULTING LLC.	Salem, OR	64
KEUDELL MORRISON WEALTH MANAGEMENT	Salem, OR	45
SUMMIT GROUP OF OREGON	Salem, OR	40
NORTHWEST FINANCIAL ADVISORS	Salem, OR	16
CUDO INVESTMENT SERVICES	Corvallis, OR	15

Future Competition: Keudell Morrison Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Keudell Morrison 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)