Rocaton Investment Advisors Revenue, Growth & Competitor Profile

DBA ROCATON INVESTMENT ADVISORS, LLC

Company Profile & Annual Report for Rocaton Investment Advisors

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Rocaton Investment Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	20 Glover Avenue Norwalk, CT 06850

Note: Revenues for privately held companies are statistical evaluations.


Rocaton Investment Advisors's Annual Report & Profile shows critical firmographic facts:

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

Rocaton Investment Advisors Annual Revenue and Growth Rate

Rocaton Investment Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

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

Note: Rocaton Investment Advisors's revenues are gauged from an analysis of company filings.

Rocaton Investment Advisors's Income Statement (based on Industry Averages)

Rocaton Investment Advisors 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 Rocaton Investment Advisors is developing and marketing. Rocaton Investment Advisors doesn't have any recent trademark applications, indicating Rocaton Investment Advisors 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
PLANRISK Information and research services relating to finance and retirement investments	11/20/2012
ROCATON Information, advisory, consultancy and research services relating to finance and investments	12/07/2011
MYPLANRISK Information, advisory, consultancy and research services relating to finance and investments	12/05/2011

See all trademarks and details in the Full Report.

Market Share of Rocaton Investment Advisors's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
BRYNWOOD PARTNERS IX	Greenwich, CT	100
STARWOOD HEADQUARTERS	Greenwich, CT	54
APOLLO MANAGEMENT HOLDINGS	Greenwich, CT	45
IBG	Greenwich, CT	30
BRIDGEWATER ACTIVE SUSTAINABLE EQUITIES	Westport, CT	30
WORLDQUANT	Old Greenwich, CT	27

Other Companies at 20 Glover Avenue, Norwalk CT

Company	Headquarters	Revenue ($ MM)
WILTON RE US HOLDINGS	Norwalk, CT	100
WILTON RE SERVICES	Norwalk, CT	15
CENTERCHEM	Norwalk, CT	14
LINCOLN HEALTHCARE INFORMATION	Norwalk, CT	3
ENGAGE121	Norwalk, CT	1

Future Competition: Rocaton Investment Advisors's Fastest Growing Competitors

These companies are in the same general field as Rocaton Investment Advisors 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)