Legacy Wealth Partners Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Legacy Wealth Partners

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Legacy Wealth Partners Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	215 Union Blvd Ste 440 Englewood, CO 80228

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Legacy Wealth Partners's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Legacy Wealth Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Legacy Wealth Partners Annual Revenue and Growth Rate

Legacy Wealth Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

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

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

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

Legacy Wealth Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Market Share of Legacy Wealth Partners's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
RED ROCKS CAPITAL HOLDINGS	Thornton, CO	100
KSL ADVISORS	Denver, CO	92
PUBLIC TRUST ADVISORS	Denver, CO	61
VESTAR CAPITAL PARTNERS	Denver, CO	56
BERTRAM CAPITAL FINANCE	Denver, CO	52
ROBERT BERIAULT HOLDINGS	Denver, CO	49

Future Competition: Legacy Wealth Partners's Fastest Growing Competitors

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