Legacy Planning Partners Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Legacy Planning Partners

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Legacy Planning Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	600 W Germantown Pike Ste 261 Plymouth Meeting, PA 19462

Note: Revenues for privately held companies are statistical evaluations.


Legacy Planning Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Legacy Planning Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Legacy Planning Partners is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Legacy Planning Partners Annual Revenue and Growth Rate

Legacy Planning Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Legacy Planning Partners's revenues are gauged from an analysis of company filings.

Legacy Planning Partners's Income Statement (based on Industry Averages)

Legacy Planning Partners 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 Planning Partners's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
BOENNING & SCATTERGOOD	West Conshohocken, PA	100
LEGACY PLANNING PARTNERS	Plymouth Meeting, PA	74
FAIRMOUNT PARTNERS	West Conshohocken, PA	74
KEMP HARVEST FINANCIAL GROUP	Harleysville, PA	41
SSG CAPITAL ADVISORS	West Conshohocken, PA	36
KSP	Plymouth Meeting, PA	26

Future Competition: Legacy Planning Partners's Fastest Growing Competitors

These companies are in the same general field as Legacy Planning Partners 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)