Strategic Financial Services Revenue, Growth & Competitor Profile

DBA ALAN R. LEIST PLANNING GROUP, INC.
DBA STRATEGIC FINANCIAL SERVICES, INC.

Company Profile & Annual Report for Strategic Financial Services

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Strategic Financial Services Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	114 Business Park Drive Utica, NY 13502

Note: Revenues for privately held companies are statistical evaluations.


Strategic Financial Services's Annual Report & Profile shows critical firmographic facts:

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

Strategic Financial Services Annual Revenue and Growth Rate

Strategic Financial Services	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: Strategic Financial Services's revenues are gauged from an analysis of company filings.

Strategic Financial Services's Income Statement (based on Industry Averages)

Strategic Financial 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 Strategic Financial Services is developing and marketing. Strategic Financial Services doesn't have any recent trademark applications, indicating Strategic Financial 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
STRATEGICONE Financial services, namely, financial planning services, financial investment management services, wealth management services	07/02/2021
STRATEGIC SKY Financial asset management	09/17/2016

See all trademarks and details in the Full Report.

Market Share of Strategic Financial Services's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
TRENTON TECHNOLOGY	Utica, NY	100
STRATEGIC FINANCIAL SERVICES	Utica, NY	9
PARADIGM CONSULTING	Utica, NY	2
PETER G. CARCHEDI CLU	Utica, NY	1
ASSET INSTALLATIONS	Utica, NY	1
DK GRIFFITH	Utica, NY	0

Future Competition: Strategic Financial Services's Fastest Growing Competitors

These companies are in the same general field as Strategic Financial 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)