RPWM Partners Revenue, Growth & Competitor Profile

DBA BONFIGLIO AND KILEY LLC

Company Profile & Annual Report for RPWM Partners

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RPWM 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
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	262 South River Road, Suite 201 Bedford, NH 03110

Note: Revenues for privately held companies are statistical evaluations.


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

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

RPWM Partners Annual Revenue and Growth Rate

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

RPWM Partners's Income Statement (based on Industry Averages)

RPWM 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 RPWM Partners is developing and marketing. RPWM Partners doesn't have any recent trademark applications, indicating RPWM 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
FINANCIAL ADVICE THAT BRINGS YOU CONFIDENCE, SIMPLICITY, AND SUCCESS Financial services, namely, wealth management services, financial planning, wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning services, investment advisory and investment management services; Financial consulting; Personal financial planning in the field of retirement planning, estate planning and insurance planning, all of the aforementioned services not including hedge funds or services materially related thereto; Insurance brokerage; Financial consulting regarding mergers and acquisitions of wealth management firms and practices; Investment advice in the field of tax planning	02/12/2021
RISE PRIVATE WEALTH MANAGEMENT Financial services, namely, wealth management services, financial planning, financial wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning services, investment advisory and investment management services; Financial consulting; Personal financial planning in the field of retirement planning, estate planning and insurance planning, all of the aforementioned services not including hedge funds or services materially related thereto; Insurance brokerage; Financial consulting regarding mergers and acquisitions of wealth management firms and practices; Investment advice in the field of tax planning	11/17/2020

See all trademarks and details in the Full Report.

Market Share of RPWM Partners's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ALUMNI VENTURES GROUP	Manchester, NH	100
RPWM PARTNERS	Bedford, NH	60
YORK INVESTMENTS HOLDINGS	Manchester, NH	47
MAINLEY GRASS HOLDINGS	Bedford, NH	16
CONCORD TRUST	Bedford, NH	16
FINANCIAL STRATEGIES RETIREMENT	Bedford, NH	14

Future Competition: RPWM Partners's Fastest Growing Competitors

These companies are in the same general field as RPWM 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)