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Company Profiles: Revenue, Growth, Competition

Legacy Financial Advisors Revenue, Growth & Competitor Profile

DBA LEGACY FINANCIAL ADVISORS, INC.
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Company Profile & Annual Report for Legacy Financial Advisors

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Legacy Financial Advisors Fast Facts

Revenue$10 - $100 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address117 East Fourth Street
Covington, KY 41011

Note: Revenues for privately held companies are statistical evaluations.


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

Legacy Financial Advisors Annual Revenue and Growth Rate

Legacy Financial Advisors 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):
Premium Report

Note: Legacy Financial Advisors's revenues are gauged from an analysis of company filings.



Legacy Financial Advisors's Income Statement (based on Industry Averages)

Legacy Financial Advisors P&L$ Millions
Revenue (Sales) Legacy Financial Advisors 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 Legacy Financial Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Legacy Financial Advisors, 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 Legacy Financial Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
MARTINS REST HOMECynthiana, KY100 
DIVERSIFIED CAPITAL MANAGEMENTNewport, KY52 
LEGACY FINANCIAL ADVISORSCovington, KY32 
CONNETIC VENTURESCovington, KY26 
RENAISSANCE INVESTMENT MANAGEMENTCovington, KY23 
FOURTH STREET PERFORMANCE PARTNERSCovington, KY23 




Future Competition: Legacy Financial Advisors's Fastest Growing Competitors

These companies are in the same general field as Legacy Financial Advisors 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)
Legacy Financial Advisors Competitors