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Company Profiles: Revenue, Growth, Competition

Stephens Wealth Management Group Revenue, Growth & Competitor Profile

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Company Profile & Annual Report for Stephens Wealth Management Group

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Stephens Wealth Management Group Fast Facts

Revenue$10 - $100 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes52393 Financial Planning & Investment Advice
Address5206 Gateway Centre
Suite 300
Flint, MI 48507

Note: Revenues for privately held companies are statistical evaluations.


Stephens Wealth Management Group's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Stephens Wealth Management Group is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Stephens Wealth Management Group Annual Revenue and Growth Rate

Stephens Wealth Management Group 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):
Premium Report

Note: Stephens Wealth Management Group's revenues are gauged from an analysis of company filings.



Stephens Wealth Management Group's Income Statement (based on Industry Averages)

Stephens Wealth Management Group P&L$ Millions
Revenue (Sales) Stephens Wealth Management Group Premium Report
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
 


Market Share of Stephens Wealth Management Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Stephens Wealth Management Group, 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 HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

These companies are similar in business line and location to Stephens Wealth Management Group. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
STEPHENS WEALTH MANAGEMENT GROUPFlint, MI100 
FINANCIAL & TAX PLANNING INC. OF FLINTFlint, MI28 
KHIRFAN FINANCIALFlint, MI25 




Other Companies at 5206 Gateway Centre, Flint MI

Company HeadquartersRevenue ($ MM)
LEWIS & KNOPF PCFlint, MI100 
SIMEN FIGURA & PARKER PLCFlint, MI24 
MICHAEL E. THOMAS P.C.Flint, MI19 
ROBERT H BANCROFT P.C.Flint, MI0 
STEPHENS CONSULTINGFlint, MI0 


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Future Competition: Stephens Wealth Management Group's Fastest Growing Competitors

These companies are in the same general field as Stephens Wealth Management Group 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.

CompanyRevenue ($ MM)
Stephens Wealth Management Group Competitors