Presidio Group Wealth Management Revenue, Growth & Competitor Profile

DBA H & S HOLDINGS GROUP, INC.
DBA PRESIDIO GROUP WEALTH MANAGEME

Company Profile & Annual Report for Presidio Group Wealth Management

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Presidio Group Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52393 Financial Planning & Investment Advice 812 Personal & Laundry Services
Address	1795 E. Skyline Dr Suite 141 Tucson, AZ 85718

Note: Revenues for privately held companies are statistical evaluations.


Presidio Group Wealth Management's Annual Report & Profile shows critical firmographic facts:

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

Presidio Group Wealth Management Annual Revenue and Growth Rate

Presidio Group Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

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

Presidio Group Wealth Management's Income Statement (based on Industry Averages)

Presidio Group Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Presidio Group Wealth Management is developing and marketing. Presidio Group Wealth Management doesn't have any recent trademark applications, indicating Presidio Group Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
PRESIDIO GROUP WEALTH MANAGEMENT Financial services, namely, wealth management, retirement planning, trust and estate planning and investment management services	08/07/2019

See all trademarks and details in the Full Report.

Market Share of Presidio Group Wealth Management's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
JOSHUA DAVID MELLBERG	Tucson, AZ	100
PRESIDIO GROUP WEALTH MANAGEMENT	Tucson, AZ	35
WEALTH MANAGEMENT PARTNERS	Tucson, AZ	9
TOCCO FINANCIAL SERVICES	Tucson, AZ	5
ASPIRATIONAL WEALTH MANAGEMENT	Oro Valley, AZ	3
AFFINITY WEALTH MANAGEMENT	Tucson, AZ	3

Future Competition: Presidio Group Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Presidio Group 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)