Mosher Financial Advisors Revenue, Growth & Competitor Profile

DBA MOSHER & ELLIS FINANCIAL PLANNING, INC.

Company Profile & Annual Report for Mosher Financial Advisors

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Mosher Financial Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52 Finance & Insurance
Address	3658 Mt. Diablo Blvd., Suite 210 Lafayette, CA 94549

Note: Revenues for privately held companies are statistical evaluations.


Mosher Financial Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Mosher Financial Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Mosher Financial Advisors is classified as operating in the Finance & Insurance industry, NAICS Code 52.

Mosher Financial Advisors Annual Revenue and Growth Rate

Mosher Financial Advisors	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):

Note: Mosher Financial Advisors's revenues are gauged from an analysis of company filings.

Mosher Financial Advisors's Income Statement (based on Industry Averages)

Mosher Financial 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

Market Share of Mosher Financial Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Mosher Financial 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)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
GOVERNMENT EMPLOYEES HEALTH ASSOCIATION	Lees Summit, MO	85
CENTRUM VALLEY HOLDINGS	Clarion, IA	69
CAPITOL FEDERAL FOUNDATION	Topeka, KS	48
CIGNA GROUP	Bloomfield, CT	40
JPMORGAN CHASE BANK NATIONAL ASSOCIATION	Jersey City, NJ	32
ELEVANCE HEALTH	Indianapolis, IN	30
FEDERAL NATIONAL MORTGAGE ASSOCIATION	Washington, DC	26
CITIGROUP	Stamford, CT	25

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
AMERICAN AUTOMOBILE ASSOCIATION OF NORTHERN CALIFORNIA NEVADA & UTAH	Walnut Creek, CA	100
CSAA INSURANCE SERVICES	Walnut Creek, CA	74
CMG FINANCIAL SERVICES	San Ramon, CA	39
CMG MORTGAGE	San Ramon, CA	34
WEEE	Fremont, CA	31
PARADIGM ACQUISITION	Walnut Creek, CA	30

Future Competition: Mosher Financial Advisors's Fastest Growing Competitors

These companies are in the same general field as Mosher Financial 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)