Rockline Wealth Management Revenue, Growth & Competitor Profile

DBA ROCKLINE WEALTH MANAGEMENT LLC

Company Profile & Annual Report for Rockline Wealth Management

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Rockline Wealth Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	255 Executive Drive Suite 409 Plainview, NY 11803

Note: Revenues for privately held companies are statistical evaluations.


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

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

Rockline Wealth Management Annual Revenue and Growth Rate

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

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

Rockline Wealth Management 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 Rockline Wealth Management is developing and marketing. Rockline Wealth Management doesn't have any recent trademark applications, indicating Rockline Wealth Management 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
ROCKLINE WEALTH MANAGEMENT Financial services, namely, wealth management services; Financial management	07/30/2018

See all trademarks and details in the Full Report.

Market Share of Rockline Wealth Management's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
PARESH B. SHAH	Hicksville, NY	100
REYNOLDS CONSULTING SERVICES	Hicksville, NY	58
ROCKLINE WEALTH MANAGEMENT	Plainview, NY	52
PARESHAH PARTNERS	Hicksville, NY	38
WOODBURY CAPITAL	Plainview, NY	14

Other Companies at 255 Executive Drive, Plainview NY

Company	Headquarters	Revenue ($ MM)
HOLIDAY MANAGEMENT ASSOCIATES	Plainview, NY	100
CLINICAL PSYCH ASSOCIATES	Plainview, NY	33
EARLY CHILDHOOD ASSOCIATES	Plainview, NY	19
CHARLES RUTENBERG REALTY	Plainview, NY	17
MID ISLAND THERAPY ASSOCIATES	Plainview, NY	14

Future Competition: Rockline Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Rockline 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)