IncFact
Company Profiles: Revenue, Growth, Competition

Mcdonald Financial Services Revenue, Growth & Competitor Profile

DBA MCDONALD & BARRANCO
DBA MCDONALD, BARRANCO & HAGEN
DBA MCDONALD FINANCIAL SERVICES, LLC DBA MCDONALD & BARRANCO
DBA MCDONALD FINANCIAL SERVICES, LLC DBA MCDONALD, BARRANCO & HAGEN
DBA MCDONALD & HAGEN WEALTH MANAGEMENT
Last updated:

Company Awards

Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Mcdonald Financial Services

Access the complete profile.

Mcdonald Financial Services Fast Facts

Revenue$1 - $10 million    See Exact Annual Revenue
Employees1 - 10Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes52312 Securities Brokerage
Address350 Leavell Circle
Montgomery, AL 36117

Note: Revenues for privately held companies are statistical evaluations.


Mcdonald Financial Services's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Mcdonald Financial Services is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Mcdonald Financial Services Annual Revenue and Growth Rate

Mcdonald Financial Services Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 $1 - $10 million

Details in Premium Report
2022
2021
2020
2019


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

Note: Mcdonald Financial Services's revenues are gauged from an analysis of company filings.



Mcdonald Financial Services's Income Statement (based on Industry Averages)

Mcdonald Financial Services P&L$ Millions
Revenue (Sales) Mcdonald Financial Services 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 Mcdonald Financial Services is developing and marketing. Mcdonald Financial Services doesn't have any recent trademark applications, indicating Mcdonald Financial Services 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
INVISTA ADVISORS
Financial advice and consultancy services; Financial services, namely, investment advice, investment management; Investment management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; all of the foregoing services excluding financial services relating to public and private equity investments and credit and debt investments
10/09/2019

See all trademarks and details in the Full Report.


Market Share of Mcdonald Financial Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Mcdonald Financial Services, 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)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

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

Company HeadquartersRevenue ($ MM)
GREAT OAKS MANAGEMENTMontgomery, AL100 
FRAZIER LANIERMontgomery, AL33 
WELCH HORNSBYMontgomery, AL29 
FRAZER LANIERMontgomery, AL26 
GATEWAY PARTNERSMontgomery, AL14 
MCDONALD FINANCIAL SERVICESMontgomery, AL11 




Future Competition: Mcdonald Financial Services's Fastest Growing Competitors

These companies are in the same general field as Mcdonald Financial Services 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)
Mcdonald Financial Services Competitors