PTM Financial Revenue, Growth & Competitor Profile

Company Profile & Annual Report for PTM Financial

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PTM Financial 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	418 Starwood Circle Chula Vista, CA 91910

Note: Revenues for privately held companies are statistical evaluations.


PTM Financial's Annual Report & Profile shows critical firmographic facts:

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

PTM Financial Annual Revenue and Growth Rate

PTM Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

Note: PTM Financial's revenues are gauged from an analysis of company filings.

PTM Financial's Income Statement (based on Industry Averages)

PTM Financial 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 PTM Financial is developing and marketing. PTM Financial doesn't have any recent trademark applications, indicating PTM Financial 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

PTM FINANCIAL Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Cash management; Charitable services, namely, providing financial assistance to meet the physical, psychological, social and other special needs of children; College consulting services, namely, assisting students in applying for scholarships and financial aid; Conducting financial feasibility studies; Consulting on the subject of intellectual property valuation; Corporate finance services, namely, consultation in the field of capital structure; Corporate savings account services; Debt advisory services; Debt management services; Electronic transfers of money; Estate planning; Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial data analysis; Financial evaluation for insurance purposes; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information provided by electronic means; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial management of employee pension plans; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial risk assessment services; Financial risk management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, life insurance settlement services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, savings programs for youths; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial trust planning; Fund investment consultation; Global investment research services; Hedge fund investment services; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Insurance consultation; Insurance consulting in the field of retirement insurance; Insurance information; Insurance services in the nature of loss control management for others; Investment advice; Investment brokerage; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Issuance and administration of annuities; Life insurance brokerage; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Money transfer; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; On-line financial planning services; Providing financial information via a website; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information in the field of employee financial benefit plans; Providing information in the field of finance; Providing information in the field of financial stock and equity markets; Providing insurance information; Providing investors with financial information; Providing on-line financial calculators; Provision of stock market information; Real estate consultation; Real estate funds investment services; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Savings account services; Securities brokerage; Securities brokerage services; Security brokerage; Services of a stockbroker; Stock brokerage services; Stock broking services; Stocks and bonds brokerage; Trading of securities options; Trust management accounts; Trust services, namely, investment and trust company services; Trustee services

08/04/2022

See all trademarks and details in the Full Report.

Market Share of PTM Financial's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS	La Mesa, CA	100
GRANDE HOMES	National City, CA	32
PTM FINANCIAL	Chula Vista, CA	9
PAUL W. BOTTE	La Mesa, CA	8
CAVANAUGH FINANCIAL GROUP	La Mesa, CA	7
LEGAR MANAGEMENT	La Mesa, CA	6

Future Competition: PTM Financial's Fastest Growing Competitors

These companies are in the same general field as PTM Financial 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)