Liberty Private Client Revenue, Growth & Competitor Profile

DBA LIBERTY PRIVATE CLIENT, LLC

Company Profile & Annual Report for Liberty Private Client

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Liberty Private Client Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	812 Personal & Laundry Services
Address	5237 Summerlin Commons Blvd #319 Fort Myers, FL 33907

Note: Revenues for privately held companies are statistical evaluations.


Liberty Private Client's Annual Report & Profile shows critical firmographic facts:

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

Liberty Private Client Annual Revenue and Growth Rate

Liberty Private Client	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: Liberty Private Client's revenues are gauged from an analysis of company filings.

Liberty Private Client's Income Statement (based on Industry Averages)

Liberty Private Client 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 Liberty Private Client's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
SANIBEL CAPTIVA HOLDINGS	Fort Myers, FL	100
PROPERTY LIEN RESEARCH	Fort Myers, FL	58
SOUTHWEST FLORIDA COMMUNITY FOUNDATION	Fort Myers, FL	46
MIDLAND IRA	Fort Myers, FL	44
INDEPENDENT INVESTMENT ADVISORS	Fort Myers, FL	23
LANDSBERG BENNETT & DUBBANEH	Punta Gorda, FL	23

Other Companies at 5237 Summerlin Commons Blvd, Fort Myers FL

Company	Headquarters	Revenue ($ MM)
WARREN ROGERS ASSOCIATES	Fort Myers, FL	100
REZNY WEALTH MANAGEMENT	Fort Myers, FL	72
CAPSTONE HOLDINGS	Fort Myers, FL	57
TEAM TITLE INSURANCE AGENCY	Fort Myers, FL	17
ALL PRO FRANCHISING INTERNATIONA	Fort Myers, FL	2

Future Competition: Liberty Private Client's Fastest Growing Competitors

These companies are in the same general field as Liberty Private Client 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)