Mosaic Asset Partners Revenue, Growth & Competitor Profile

DBA FENWICK FINANCIAL SERVICES, LLC

Company Profile & Annual Report for Mosaic Asset Partners

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Mosaic Asset Partners Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	1122 Kenilworth Drive Suite 310 Towson, MD 21204

Note: Revenues for privately held companies are statistical evaluations.


Mosaic Asset Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Mosaic Asset Partners's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Mosaic Asset Partners is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Mosaic Asset Partners Annual Revenue and Growth Rate

Mosaic Asset Partners	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: Mosaic Asset Partners's revenues are gauged from an analysis of company filings.

Mosaic Asset Partners's Income Statement (based on Industry Averages)

Mosaic Asset Partners 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 Mosaic Asset Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Mosaic Asset Partners, 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)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
LEGG MASON	Baltimore, MD	100
WMS PARTNERS	Towson, MD	30
CHAPIN DAVIS ASSET MANAGEMENT	Baltimore, MD	6
ROCK SPRINGS CAPITAL MANAGEMENT	Baltimore, MD	6
WBH ADVISORY	Baltimore, MD	5
RESOLVE GROWTH PARTNERS MANAGEMENT	Baltimore, MD	4

Other Companies at 1122 Kenilworth Drive, Towson MD

Company	Headquarters	Revenue ($ MM)
OAK FARM SOLUTIONS	Towson, MD	100
GRANDIZIO WILKINS LITTLE & MAT	Towson, MD	11
PLAYERS PHILANTHROPY FUND	Towson, MD	5
ROBERT W. DEUTSCH FOUNDATION	Towson, MD	4
ACI GROUP	Towson, MD	3

Future Competition: Mosaic Asset Partners's Fastest Growing Competitors

These companies are in the same general field as Mosaic Asset Partners 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)