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Company Profiles: Revenue, Growth, Competition

Loring Financial Planning & Investments Revenue, Growth & Competitor Profile

DBA LORING ADVISORY GROUP
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Patent/Trademark IP
 

Company Profile & Annual Report for Loring Financial Planning & Investments

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Loring Financial Planning & Investments Fast Facts

Revenue$1 - $10 million    See Exact Annual Revenue
Employees1 - 10Exact Company Size
Primary Industry52311 Investment Banking & Securities Dealing
Address600 Putnam Pike, Suite 4
Suite 4
Greenville, RI 02828

Note: Revenues for privately held companies are statistical evaluations.


Loring Financial Planning & Investments's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Loring Financial Planning & Investments is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Loring Financial Planning & Investments Annual Revenue and Growth Rate

Loring Financial Planning & Investments 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):
Premium Report

Note: Loring Financial Planning & Investments's revenues are gauged from an analysis of company filings.



Loring Financial Planning & Investments's Income Statement (based on Industry Averages)

Loring Financial Planning & Investments P&L$ Millions
Revenue (Sales) Loring Financial Planning & Investments Premium Report
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 Loring Financial Planning & Investments is developing and marketing. Loring Financial Planning & Investments doesn't have any recent trademark applications, indicating Loring Financial Planning & Investments 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
FINANCIAL ADVICE FOR LIFE
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management
06/11/2008

See all trademarks and details in the Full Report.


Market Share of Loring Financial Planning & Investments's Largest Competitors

A competitive analysis shows these companies are in the same general field as Loring Financial Planning & Investments, 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 HeadquartersRevenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY100 
RAYMOND JAMES INVESTMENT MANAGEMENTSt Petersburg, FL39 
MERRILL LYNCHNew York, NY19 
SAFE HARBOR PUBLICATIONSSouthampton, NY17 
STIFEL FINANCIALSt Louis, MO16 
CREDIT SUISSE ASSET MANAGEMENTNew York, NY12 
RBC CAPITAL MARKETSNew York, NY8 
BNP PARIBAS ASSET MANAGEMENT USANew York, NY7 
MACQUARIE HOLDINGS USANew York, NY7 




Nearby Competitors

These companies are similar in business line and location to Loring Financial Planning & Investments. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
SITESCAPES HOLDINGSCumberland, RI100 
CORRIGAN FINANCIALMiddletown, RI72 
BEAULIEU FINANCIAL GROUPWarwick, RI54 
NEW ENGLAND PROFESSIONAL PLANNING GROUPWesterly, RI45 
SNE OPERATIONSWarwick, RI39 
INDEPENDENCE FINANCIAL PARTNERSWarwick, RI37 
MASSEY & ASSOCIATESWarwick, RI32 
LORING FINANCIAL PLANNING & INVESTMENTSGreenville, RI32 
CAPITAL WEALTH MANAGEMENTWest Warwick, RI31 
FINANCIAL INDEPENDENCEWarwick, RI30 


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Future Competition: Loring Financial Planning & Investments's Fastest Growing Competitors

These companies are in the same general field as Loring Financial Planning & Investments 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.

CompanyRevenue ($ MM)
Loring Financial Planning & Investments Competitors