Silver Oak Wealth Advisors Services Revenue, Growth & Competitor Profile

DBA SILVER OAK WEALTH ADVISORS, LLC.
DBA SILVER OAK WEALTH ADVISORS SERVICES, LLC

Company Profile & Annual Report for Silver Oak Wealth Advisors Services

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Silver Oak Wealth Advisors Services Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	10940 Wilshire Blvd Suite 975 Los Angeles, CA 90024

Note: Revenues for privately held companies are statistical evaluations.


Silver Oak Wealth Advisors Services's Annual Report & Profile shows critical firmographic facts:

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

Silver Oak Wealth Advisors Services Annual Revenue and Growth Rate

Silver Oak Wealth Advisors Services	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: Silver Oak Wealth Advisors Services's revenues are gauged from an analysis of company filings.

Silver Oak Wealth Advisors Services's Income Statement (based on Industry Averages)

Silver Oak Wealth Advisors Services 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 Silver Oak Wealth Advisors Services is developing and marketing. Silver Oak Wealth Advisors Services doesn't have any recent trademark applications, indicating Silver Oak Wealth Advisors Services 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
MASTERING THE COMPLEXITY OF WEALTH Financial services, namely, wealth management services	08/25/2010
PERSONAL FINANCIAL STRATEGIST Financial planning; Financial planning consultation; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments	11/28/2005

See all trademarks and details in the Full Report.

Market Share of Silver Oak Wealth Advisors Services's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
HOULIHAN LOKEY CAPITAL	Los Angeles, CA	100
B. RILEY FINANCIAL	Los Angeles, CA	63
WEDBUSH SECURITIES	Los Angeles, CA	40
TCW	Los Angeles, CA	31
DATA ANALYSIS	Los Angeles, CA	29
KAYNE ANDERSON CAPITAL ADVISORS	Los Angeles, CA	17

Other Companies at 10940 Wilshire Blvd, Los Angeles CA

Company	Headquarters	Revenue ($ MM)
SUNBIT	Los Angeles, CA	100
APPOINTMENT GROUP	Los Angeles, CA	29
CONFIDENCE WEALTH MANAGEMENT	Los Angeles, CA	10
2301 WB BUILDING	Los Angeles, CA	2
ENTERPRISE CONSULTANTS GROUP	Los Angeles, CA	1

Future Competition: Silver Oak Wealth Advisors Services's Fastest Growing Competitors

These companies are in the same general field as Silver Oak Wealth Advisors Services 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)