PATE INVESTMENT MANAGEMENT Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Pate Investment Management

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Pate Investment Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52311 Investment Banking & Securities Dealing
Address	584 Farringdom Street Lumberton, NC 28358

Note: Revenues for privately held companies are statistical evaluations.




Pate Investment Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
• What industry is the company in?

Pate Investment Management Annual Revenue and Growth Rate

Pate Investment Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Details in Premium Report
2022
2021
2020
2019

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

Note: Pate Investment Management's revenues are gauged from an analysis of company filings.

Pate Investment Management's Income Statement (based on Industry Averages)

	$ Millions (Industry Average)
Pate Investment Management 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

Recession Risk

Determine whether Pate Investment Management grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Pate Investment Management is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.

Market Share of Pate Investment Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Pate Investment 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)
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 Pate Investment Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
WEALTH PLANNING ADVISORS	Pinehurst, NC	100
CAROLINA WEALTH MANAGEMENT	Pinehurst, NC	84
WORLDGREEN TAX PRO SERVICES	Lumberton, NC	66
PATE INVESTMENT MANAGEMENT	Lumberton, NC	61
MILESTONE ADVISORY PARTNERS	Southern Pines, NC	33
HOOK 1	Fayetteville, NC	19
INVESTMENT & RETIREMENT ADVISORS	Fayetteville, NC	19

Future Competition: Pate Investment Management's Fastest Growing Competitors

These companies are in the same general field as Pate Investment 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)