Liberty Wealth Advisors Revenue, Growth & Competitor Profile

DBA PORTFOLIO SOLUTIONS LLC

Company Profile & Annual Report for Liberty Wealth Advisors

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Liberty Wealth Advisors Fast Facts

Revenue	Less than $1 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	4851 Tamiami Trail North Suite 200 Naples, FL 34103

Note: Revenues for privately held companies are statistical evaluations.


Liberty Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

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

Liberty Wealth Advisors Annual Revenue and Growth Rate

Liberty Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Less than $1 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Liberty Wealth Advisors's revenues are gauged from an analysis of company filings.

Liberty Wealth Advisors's Income Statement (based on Industry Averages)

Liberty Wealth Advisors 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 Liberty Wealth Advisors is developing and marketing. Liberty Wealth Advisors doesn't have any recent trademark applications, indicating Liberty Wealth Advisors 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
GENERATIONAL PORTFOLIO SOLUTION Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios	08/05/2015
DEFINING CONFIDENCE Investment management, fund investment, financial and securities portfolio management; investment management, fund investment, and portfolio management provided using an asset-class based strategy diversified across a broad range of index funds, mutual funds, exchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via various means, which may include but are not limited to, the internet, global networks, telephone, facsimile, in person, and e-mail	09/28/2011
CONFIDENCE MAP Investment management, fund investment, financial and securities portfolio management; investment management, fund investment, and portfolio management provided using an asset-class based strategy diversified across a broad range of index funds, mutual funds, exchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via various means, which may include but are not limited to, the internet, global networks, telephone, facsimile, in person, and e-mail	09/28/2011

See all trademarks and details in the Full Report.

Market Share of Liberty Wealth Advisors's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
CAPITAL WEALTH ADVISORS	Naples, FL	100
WASMER SCHROEDER	Naples, FL	86
TERRACAP MANAGEMENT	Naples, FL	83
CAPITAL Z SERVICES	Naples, FL	74
PENTWATER CAPITAL MANAGEMENT	Naples, FL	57
BRAMSHILL INVESTMENTS	Naples, FL	54

Other Companies at 4851 Tamiami Trail North, Naples FL

Company	Headquarters	Revenue ($ MM)
GARY SANDERS CPA	Naples, NY	100
BRYANT TITLE & ESCROW	Naples, FL	42
KING WEALTH MANAGEMENT GROUP	Naples, FL	0
CLEAN AIR MANAGEMENT	Naples, FL	0

Future Competition: Liberty Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Liberty Wealth Advisors 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)