Purshe Kaplan Sterling Investments Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Purshe Kaplan Sterling Investments

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Purshe Kaplan Sterling Investments Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	80 State Street Albany, NY 12207

Note: Revenues for privately held companies are statistical evaluations.


Purshe Kaplan Sterling Investments's Annual Report & Profile shows critical firmographic facts:

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

Purshe Kaplan Sterling Investments Annual Revenue and Growth Rate

Purshe Kaplan Sterling Investments	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: Purshe Kaplan Sterling Investments's revenues are gauged from an analysis of company filings.

Purshe Kaplan Sterling Investments's Income Statement (based on Industry Averages)

Purshe Kaplan Sterling Investments 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 Purshe Kaplan Sterling Investments is developing and marketing. Purshe Kaplan Sterling Investments doesn't have any recent trademark applications, indicating Purshe Kaplan Sterling Investments 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
PURSHE KAPLAN STERLING PKS INVESTMENTS Financial investment brokerage	08/16/2014

See all trademarks and details in the Full Report.

Market Share of Purshe Kaplan Sterling Investments's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
PURSHE KAPLAN STERLING INVESTMENTS	Albany, NY	100
GRAYPOINT	Albany, NY	54
ATLAS PRIVATE WEALTH MANAGEMENT	Albany, NY	34
C.L. KING & ASSOCIATES	Albany, NY	32
FFLIH LLC DBA INSPIRE CONFIDENCE GROUP	Albany, NY	24
CIM	Albany, NY	14
RYAN HUNGERSHAFER	Albany, NY	6
BENEFIT PLANNING SERVICES	Loudonville, NY	6
DANIEL M. REISNER 401K PLAN	Albany, NY	6
POMBO WEALTH MANAGEMENT	Albany, NY	6

Other Companies at 80 State Street, Albany NY

Company	Headquarters	Revenue ($ MM)
NOLAN HELLER KAUFFMAN	Albany, NY	100
RED LION COFFEE NYC	Albany, NY	52
REALTECH SYSTEMS	Albany, NY	0
PKS ADVISORY SERVICES	Albany, NY	0
HUGH JOHNSON ADVISORS	Albany, NY	0

Future Competition: Purshe Kaplan Sterling Investments's Fastest Growing Competitors

These companies are in the same general field as Purshe Kaplan Sterling Investments 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)