Planning Project LLC Dba Sum Revenue, Growth & Competitor Profile

DBA THE SUM

Company Profile & Annual Report for Planning Project LLC Dba Sum

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Planning Project LLC Dba Sum Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	4526 Research Forest Dr Suite 240 The Woodlands, TX 77381

Note: Revenues for privately held companies are statistical evaluations.


Planning Project LLC Dba Sum's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Planning Project LLC Dba Sum's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Planning Project LLC Dba Sum is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Planning Project LLC Dba Sum Annual Revenue and Growth Rate

Planning Project LLC Dba Sum	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: Planning Project LLC Dba Sum's revenues are gauged from an analysis of company filings.

Planning Project LLC Dba Sum's Income Statement (based on Industry Averages)

Planning Project LLC Dba Sum 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 Planning Project LLC Dba Sum's Largest Competitors

A competitive analysis shows these companies are in the same general field as Planning Project LLC Dba Sum, 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 Planning Project LLC Dba Sum. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
PRO DIRECTIONAL	Conroe, TX	100
GLOBAL EDGE CONSULTANTS	The Woodlands, TX	32
KEENER INVESTMENTS	Spring, TX	9
ROCKLAND CAPITAL	The Woodlands, TX	7
SYNERGISTIC LLC DBA NEW STONE AMERICAS	The Woodlands, TX	6
ESSEX WOODLANDS HEALTH VENTURE	The Woodlands, TX	5

Other Companies at 4526 Research Forest Dr, The Woodlands TX

Company	Headquarters	Revenue ($ MM)
TELEIOS COMMODITIES	Spring, TX	100
BRIGHT SOLUTIONS	Spring, TX	68

Future Competition: Planning Project LLC Dba Sum's Fastest Growing Competitors

These companies are in the same general field as Planning Project LLC Dba Sum 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)