Planningteam Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Planningteam

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Planningteam Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	320 N 4th Street Bismarck, ND 58501

Note: Revenues for privately held companies are statistical evaluations.


Planningteam's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Planningteam's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Planningteam is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Planningteam Annual Revenue and Growth Rate

Planningteam	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: Planningteam's revenues are gauged from an analysis of company filings.

Planningteam's Income Statement (based on Industry Averages)

Planningteam 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 Planningteam's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
LFP CONSULTING	Bismarck, ND	100
PLANNINGTEAM	Bismarck, ND	14
LIGHTHOUSE COMMODITIES	Bismarck, ND	10
CAPITAL CITY WEALTH MANAGEMENT	Bismarck, ND	5
WAGNER FINANCIAL SERVICES	Bismarck, ND	4
BONA FIDE FINANCE	Bismarck, ND	3
JACOB WEALTH MANAGEMENT	Bismarck, ND	3
FLEISCHER & JOHNSON WEALTH MANAGEMENT	Bismarck, ND	2

Future Competition: Planningteam's Fastest Growing Competitors

These companies are in the same general field as Planningteam 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)