Robert Schechter & Associates Revenue, Growth & Competitor Profile

DBA ROBERT SCHECHTER & ASSOCIATES DBA SCHECHTER WEALTH STRATEGIES
DBA SCHECHTER WEALTH STRATEGIES

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
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52421 Insurance Agencies & Brokers
Address	111 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)
  • Robert Schechter & Associates's annual revenues are $10 - $100 million (see exact revenue data)
• 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
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

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

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)
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	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 Robert Schechter & Associates. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
BALDWIN HOUSE MANAGEMENT	Birmingham, MI	100
MULTI-BANK SERVICES	Southfield, MI	84
HANTZ GROUP	Southfield, MI	80
ROBERT SCHECHTER & ASSOCIATES	Birmingham, MI	68
HFG HOLDINGS	Troy, MI	47
MCQUEEN FINANCIAL ADVISORS	Clawson, MI	45

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.

Company	Revenue ($ MM)