Spectrum Investment Advisors Revenue, Growth & Competitor Profile

DBA SPECTRUM INVESTMENT ADVISORS, INC.

Company Profile & Annual Report for Spectrum Investment Advisors

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Spectrum Investment Advisors 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	6329 West Mequon Road Mequon, WI 53092

Note: Revenues for privately held companies are statistical evaluations.


Spectrum Investment Advisors's Annual Report & Profile shows critical firmographic facts:

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

Spectrum Investment Advisors Annual Revenue and Growth Rate

Spectrum Investment Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Spectrum Investment Advisors's revenues are gauged from an analysis of company filings.

Spectrum Investment Advisors's Income Statement (based on Industry Averages)

Spectrum Investment Advisors 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 Spectrum Investment Advisors is developing and marketing. Spectrum Investment Advisors's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
THE RESILIENCE OF AMERICA Downloadable electronic newsletters featuring articles, reports, charts and tables in the field of investment data and advice; Retirement plan services, namely, Financial administration of retirement plans including 401k plans, and Financial retirement plan consulting services including the subject matter of 401k plans; Electronic newsletters, namely, Providing on-line non-downloadable newsletters featuring articles, reports, charts and tables in the field of investment data and advice; Providing a website featuring blogs and non-downloadable publications in the nature of articles featuring articles, reports, charts and tables in the field of investment data and advice; Educational financial wellness programs, namely, providing classes, seminars, and workshops in the field of personal finance management; Retirement plan services, namely, Regulatory compliance consulting in the field of retirement plan administration including the subject matter of 401k plans	10/05/2023
GUIDESTEPS Electronic newsletters, namely, Providing on-line non-downloadable newsletters featuring articles, reports, charts and tables in the field of investment data and advice; Providing a website featuring blogs and non-downloadable publications in the nature of articles featuring articles, reports, charts and tables in the field of investment data and advice; Educational financial wellness programs, namely, providing classes, seminars, and workshops in the field of personal finance management	03/18/2021

See all trademarks and details in the Full Report.

Market Share of Spectrum Investment Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Spectrum Investment Advisors, 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 Spectrum Investment Advisors. 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: Spectrum Investment Advisors's Fastest Growing Competitors

These companies are in the same general field as Spectrum Investment Advisors 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)