Legacy Financial Group Revenue, Growth & Competitor Profile

DBA LEGACY FINANCIAL GROUP, LLC

Company Profile & Annual Report for Legacy Financial Group

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Legacy Financial Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments 52393 Financial Planning & Investment Advice
Address	6000 Grand Avenue Suite B Des Moines, IA 50312

Note: Revenues for privately held companies are statistical evaluations.


Legacy Financial Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Legacy Financial Group's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Legacy Financial Group is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Legacy Financial Group Annual Revenue and Growth Rate

Legacy Financial Group	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):

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

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

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

A competitive analysis shows these companies are in the same general field as Legacy Financial Group, 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)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
LEGACY FINANCIAL GROUP	Des Moines, IA	100
D.M. KELLY	Des Moines, IA	60
NCP	Des Moines, IA	37
LFG PLANNERS	Des Moines, IA	22
WHELAN & ASSOCIATES WEALTH MANAGEMENT	Des Moines, IA	11
EQUITY DYNAMICS	Des Moines, IA	5

Future Competition: Legacy Financial Group's Fastest Growing Competitors

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