Red Oak Wealth Management Revenue, Growth & Competitor Profile

DBA RED OAK WEALTH MANAGEMENT LLC

Company Profile & Annual Report for Red Oak Wealth Management

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Red Oak Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	1200 Broadcasting Rd. Wyomissing, PA 19610

Note: Revenues for privately held companies are statistical evaluations.


Red Oak Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Red Oak Wealth Management's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Red Oak Wealth Management is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Red Oak Wealth Management Annual Revenue and Growth Rate

Red Oak Wealth Management	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: Red Oak Wealth Management's revenues are gauged from an analysis of company filings.

Red Oak Wealth Management's Income Statement (based on Industry Averages)

Red Oak Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
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Operating Expenses
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Market Share of Red Oak Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Red Oak 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)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Red Oak Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
GRIFFIN FINANCIAL GROUP	Reading, PA	100
CONNORS INVESTOR SERVICES	Wyomissing, PA	47
STONE FINANCIAL	Shillington, PA	18
RED OAK WEALTH MANAGEMENT	Wyomissing, PA	8
SML FINANCIAL SERVICES PC	West Lawn, PA	8
COVERED BRIDGE ADVISORS	Yardley, PA	5

Future Competition: Red Oak Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Red Oak 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)