Rock Point Partners Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Rock Point Partners

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Rock Point Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	215 N Main Street, Suite 1040 Suite 206 West Bend, WI 53095

Note: Revenues for privately held companies are statistical evaluations.


Rock Point Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Rock Point Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Rock Point Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Rock Point Partners Annual Revenue and Growth Rate

Rock Point Partners	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: Rock Point Partners's revenues are gauged from an analysis of company filings.

Rock Point Partners's Income Statement (based on Industry Averages)

Rock Point Partners 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 Rock Point Partners is developing and marketing. Rock Point Partners doesn't have any recent trademark applications, indicating Rock Point Partners 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
FOCUS ON THE SIGNAL. AVOID THE NOISE. Financial planning and investment management system, namely, strategic financial advisory services	10/22/2018
TRUEHOLISTIC Investment management, financial planning, providing information in insurance planning matters, namely, providing information about healthcare insurance plans, property and casualty plans; estate planning, Medicare planning, social security financial planning and consulting services in the field of financial management and investment management rendered to individuals, financial information; financial planning, namely, tax planning	10/17/2018
CLIENT FIRST TAX AND WEALTH ADVISORS Investment management, financial planning, providing information in insurance planning matter, social security financial planning and consulting services rendered to individuals, financial information	07/20/2017

See all trademarks and details in the Full Report.

Market Share of Rock Point Partners's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ELLENBECKER INVESTMENT GROUP	Pewaukee, WI	100
BAY MARKETFORCE	West Bend, WI	67
MERSBERGER FINANCIAL GROUP	Sheboygan Falls, WI	60
ROCK POINT PARTNERS	West Bend, WI	47
STEWART-PETERSON GROUP	West Bend, WI	45
NEXT LEVEL PLANNING & WEALTH MANAGEMENT	Brookfield, WI	41

Future Competition: Rock Point Partners's Fastest Growing Competitors

These companies are in the same general field as Rock Point Partners 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)