Legacy Trust Family Wealth Offices Revenue, Growth & Competitor Profile

DBA LEGACY TRUST COMPANY

Company Profile & Annual Report for Legacy Trust Family Wealth Offices

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Legacy Trust Family Wealth Offices Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	4200 Marsh Landing Boulevard Suite 100 Jacksonville Beach, FL 32250

Note: Revenues for privately held companies are statistical evaluations.


Legacy Trust Family Wealth Offices's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Legacy Trust Family Wealth Offices's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Legacy Trust Family Wealth Offices is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Legacy Trust Family Wealth Offices Annual Revenue and Growth Rate

Legacy Trust Family Wealth Offices	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 Trust Family Wealth Offices's revenues are gauged from an analysis of company filings.

Legacy Trust Family Wealth Offices's Income Statement (based on Industry Averages)

Legacy Trust Family Wealth Offices 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

Trademark Applications

Trademark applications show the products and services that Legacy Trust Family Wealth Offices is developing and marketing. Legacy Trust Family Wealth Offices doesn't have any recent trademark applications, indicating Legacy Trust Family Wealth Offices is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
LEGACY TRUST FAMILY WEALTH OFFICES Financial services, namely, a total portfolio offering for high net worth clients	10/19/2010
LEGACY TRUST COMPANY PERPETUATING WEALTH. ENRINCHING LEGACIES. Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments	10/10/2008

See all trademarks and details in the Full Report.

Market Share of Legacy Trust Family Wealth Offices's Largest Competitors

A competitive analysis shows these companies are in the same general field as Legacy Trust Family Wealth Offices, 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)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
JP PERRY INSURANCE	Jacksonville, FL	100
FUTURE FINANCIAL	Neptune Beach, FL	76
SKY ENTERPRISES	Neptune Beach, FL	51
FINCH INVESTMENT GROUP	Jacksonville, FL	47
LEGACY TRUST FAMILY WEALTH OFFICES	Jacksonville Beach, FL	44
INTREPID CAPITAL MANAGEMENT	Jacksonville Beach, FL	34

Future Competition: Legacy Trust Family Wealth Offices's Fastest Growing Competitors

These companies are in the same general field as Legacy Trust Family Wealth Offices 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)