Loft Financial Advisory Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Loft Financial Advisory Group

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Loft Financial Advisory Group Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	2212 East Moreland Blvd Suite 200 Waukesha, WI 53186

Note: Revenues for privately held companies are statistical evaluations.


Loft Financial Advisory Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Loft Financial Advisory Group's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Loft Financial Advisory Group is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Loft Financial Advisory Group Annual Revenue and Growth Rate

Loft Financial Advisory Group	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: Loft Financial Advisory Group's revenues are gauged from an analysis of company filings.

Loft Financial Advisory Group's Income Statement (based on Industry Averages)

Loft Financial Advisory Group P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Market Share of Loft Financial Advisory Group's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ALLIGATOR HOLDINGS	Waukesha, WI	100
SPECTRUM WEALTH ADVISORS	Pleasant Prairie, WI	6
LOFT FINANCIAL ADVISORY GROUP	Waukesha, WI	6
GENEVA PARTNERS	Lake Geneva, WI	3

Future Competition: Loft Financial Advisory Group's Fastest Growing Competitors

These companies are in the same general field as Loft Financial Advisory Group 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)