Smart Investor Revenue, Growth & Competitor Profile

DBA SLOY, DAHL & HOLST AND SMART INVESTOR

Company Profile & Annual Report for Smart Investor

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Smart Investor Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	2130 Professional Drive Suite 190 Roseville, CA 95661

Note: Revenues for privately held companies are statistical evaluations.


Smart Investor's Annual Report & Profile shows critical firmographic facts:

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

Smart Investor Annual Revenue and Growth Rate

Smart Investor	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: Smart Investor's revenues are gauged from an analysis of company filings.

Smart Investor's Income Statement (based on Industry Averages)

Smart Investor 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 Smart Investor is developing and marketing. Smart Investor doesn't have any recent trademark applications, indicating Smart Investor 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
RESTORING RETIREMENT INCOME SECURITY FOR AMERICANS ONE RETIREMENT PLAN AT A TIME Financial and investment services, namely, financial planning, investment management, investment advice; financial management and administration of financial assets, financial advisory services; financial administration of Charitable Trust	11/19/2010
I Financial and investment services, namely, financial planning, investment management, investment strategy; financial management and administration of financial assets, financial advisory services; financial administration of Charitable Trust	07/08/2009
SMART INVESTOR Financial and investment services, namely, financial planning, investment supervisory, investment strategy; financial management, administration of financial assets, financial advisory services; financial administration of Charitable Trust	07/08/2009

See all trademarks and details in the Full Report.

Market Share of Smart Investor's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ALLWORTH FINANCIAL	Folsom, CA	100
INTERLOC SOLUTIONS	Folsom, CA	16
SCB VENTURES	Roseville, CA	10
CHRIS BULMAN INC. DBA BULMAN WEALTH GROUP	Roseville, CA	8
MONETA VENTURES	Folsom, CA	4
MCSM LLC DBA BBMP WEALTH MANAGEMENT & INSURANCE SERVICES	Roseville, CA	3

Future Competition: Smart Investor's Fastest Growing Competitors

These companies are in the same general field as Smart Investor 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)