North Berkeley Wealth Management Revenue, Growth & Competitor Profile

DBA NORTH BERKELEY INVESTMENT PARTNERS, LLC
DBA NORTH BERKELEY WEALTH MANAGEMENT, LLC

Company Profile & Annual Report for North Berkeley Wealth Management

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North Berkeley Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	1820 Solano Ave Suite C1 Berkeley, CA 94707

Note: Revenues for privately held companies are statistical evaluations.


North Berkeley Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • North Berkeley Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • North Berkeley Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

North Berkeley Wealth Management Annual Revenue and Growth Rate

North Berkeley Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: North Berkeley Wealth Management's revenues are gauged from an analysis of company filings.

North Berkeley Wealth Management's Income Statement (based on Industry Averages)

North Berkeley Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Market Share of North Berkeley Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as North Berkeley Wealth Management, 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)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to North Berkeley Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
VOLEON CAPITAL MANAGEMENT	Berkeley, CA	100
NORTH BERKELEY WEALTH MANAGEMENT	Berkeley, CA	9
PARKSIDE ADVISORS	Berkeley, CA	5
BERKELEY SKYDECK FUND 1 GP	Berkeley, CA	5
DEYOE WEALTH MANAGEMENT	Berkeley, CA	5
BLUME CAPITAL MANAGEMENT	Berkeley, CA	3

Future Competition: North Berkeley Wealth Management's Fastest Growing Competitors

These companies are in the same general field as North Berkeley Wealth Management 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)