Legacy Financial Strategies Revenue, Growth & Competitor Profile

DBA LEGACY FINANCIAL STRATEGIES, LLC

Company Profile & Annual Report for Legacy Financial Strategies

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Legacy Financial Strategies Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	11300 Tomahawk Creek Parkway Suite 190 Leawood, KS 66211

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Legacy Financial Strategies's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Legacy Financial Strategies is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Legacy Financial Strategies Annual Revenue and Growth Rate

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

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

Legacy Financial Strategies P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
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Advertising
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Market Share of Legacy Financial Strategies's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
PROSPERITY ADVISORS	Overland Park, KS	100
GIVE INTERACTIVE	Overland Park, KS	57
CENTRAL STATES CAPITAL MARKETS	Prairie Village, KS	40
TRINITY PLANNING GROUP	Overland Park, KS	16
LEGACY FINANCIAL STRATEGIES	Leawood, KS	15
MTM GROUP	Leawood, KS	11

Future Competition: Legacy Financial Strategies's Fastest Growing Competitors

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