Private Client Services Revenue, Growth & Competitor Profile

DBA PRIVATE CLIENT SERVICES, LLC

Company Profile & Annual Report for Private Client Services

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Private Client Services Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments
Address	2225 Lexington Road Louisville, KY 40206

Note: Revenues for privately held companies are statistical evaluations.


Private Client Services's Annual Report & Profile shows critical firmographic facts:

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

Private Client Services Annual Revenue and Growth Rate

Private Client Services	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: Private Client Services's revenues are gauged from an analysis of company filings.

Private Client Services's Income Statement (based on Industry Averages)

Private Client Services 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

Trademark Applications

Trademark applications show the products and services that Private Client Services is developing and marketing. Private Client Services doesn't have any recent trademark applications, indicating Private Client Services 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
LET OUR INDEPENDENCE IGNITE YOURS. Investment advisory services; broker dealer services for securities sold on securities exchanges and in over-the-counter markets; broker dealer services for insurance policies	03/30/2015
PCS PRIVATE CLIENT SERVICES Investment advisory services; broker dealer services for securities sold on securities exchanges and in over-the-counter markets; broker dealer services for insurance policies	03/30/2015

See all trademarks and details in the Full Report.

Market Share of Private Client Services's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
PRIVATE CLIENT SERVICES	Louisville, KY	100
HEICK HESTER SMITH & ASSOCIATES	Louisville, KY	90
FIRST KENTUCKY SECURITIES	Louisville, KY	66
SALING WEALTH ADVISORS	Louisville, KY	23
RICKETTS FINANCIAL	Louisville, KY	8
MONARCH WEALTH MANAGEMENT	Louisville, KY	8

Future Competition: Private Client Services's Fastest Growing Competitors

These companies are in the same general field as Private Client Services 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)