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Company Profiles: Revenue, Growth, Competition

Robert Schechter & Associates Revenue, Growth & Competitor Profile

DBA ROBERT SCHECHTER & ASSOCIATES DBA SCHECHTER WEALTH STRATEGIES
DBA SCHECHTER WEALTH STRATEGIES
Last updated:

Company Awards

Fast Growing
Fastest Growing
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Robert Schechter & Associates

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Robert Schechter & Associates Fast Facts

Revenue$10 - $100 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes52421 Insurance Agencies & Brokers
Address111 E Merrill Street,
Suite 400
Birmingham, MI 48009

Note: Revenues for privately held companies are statistical evaluations.


Robert Schechter & Associates's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Robert Schechter & Associates is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Robert Schechter & Associates Annual Revenue and Growth Rate

Robert Schechter & Associates 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):
Premium Report

Note: Robert Schechter & Associates's revenues are gauged from an analysis of company filings.



Robert Schechter & Associates's Income Statement (based on Industry Averages)

Robert Schechter & Associates P&L$ Millions
Revenue (Sales) Robert Schechter & Associates Premium Report
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 Robert Schechter & Associates is developing and marketing. Robert Schechter & Associates doesn't have any recent trademark applications, indicating Robert Schechter & Associates 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
SCHECHTER KNOWLEDGE CREATES OPPORTUNITY
Financial management services; financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance brokerage services in the fields of life, annuities, and variable annuities, disability income, long-term-care, and variable life; insurance services, namely, insurance administration and underwriting in the fields of life, fixed annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation concerning insurance and finance for executive benefits and group benefits; pension option financial analysis services in the nature of assisting prospective retirees in analyzing and selecting options from their employment benefit plans; wealth management services; financial risk management services; estate planning and estate trust management services; philanthropic services concerning monetary donations; design and development of life insurance policies for others; financial planning and advisory services, namely, wealth transfer services and developing and managing charitable giving programs on behalf of wealthy individuals or families; financial planning for retirement
05/05/2021
KNOWLEDGE CREATES OPPORTUNITY
Financial management services; financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance brokerage services in the fields of life, annuities, and variable annuities, disability income, long-term-care, and variable life; insurance services, namely, insurance administration and underwriting in the fields of life, fixed annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation concerning insurance and finance for executive benefits and group benefits; pension option financial analysis services in the nature of assisting prospective retirees in analyzing and selecting options from their employment benefit plans; wealth management services; financial risk management services; estate planning and estate trust management services; philanthropic services concerning monetary donations; design and development of life insurance policies for others; financial planning and advisory services, namely, wealth transfer services and developing and managing charitable giving programs on behalf of wealthy individuals or families; financial planning for retirement
05/05/2021

See all trademarks and details in the Full Report.


Market Share of Robert Schechter & Associates's Largest Competitors

A competitive analysis shows these companies are in the same general field as Robert Schechter & Associates, 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 HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

These companies are similar in business line and location to Robert Schechter & Associates. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
BALDWIN HOUSE MANAGEMENTBirmingham, MI100 
MULTI-BANK SERVICESSouthfield, MI84 
HANTZ GROUPSouthfield, MI80 
ROBERT SCHECHTER & ASSOCIATESBirmingham, MI68 
HFG HOLDINGSTroy, MI47 
MCQUEEN FINANCIAL ADVISORSClawson, MI45 




Future Competition: Robert Schechter & Associates's Fastest Growing Competitors

These companies are in the same general field as Robert Schechter & Associates 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.

CompanyRevenue ($ MM)
Robert Schechter & Associates Competitors