Strategic Wealth Management Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Strategic Wealth Management Group

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Strategic Wealth Management Group Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	8170 Maple Lawn Blvd, Suite 100 Fulton, MD 20759

Note: Revenues for privately held companies are statistical evaluations.


Strategic Wealth Management Group's Annual Report & Profile shows critical firmographic facts:

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

Strategic Wealth Management Group Annual Revenue and Growth Rate

Strategic 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):

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

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

Strategic Wealth Management Group P&L	$ Millions
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Cost of Goods Sold
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Trademark Applications

Trademark applications show the products and services that Strategic Wealth Management Group is developing and marketing. Strategic Wealth Management Group doesn't have any recent trademark applications, indicating Strategic Wealth Management Group 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
FIDUCIARYFIT financial planning services, investment management and investment advisory services and trust management account services; financial consulting on issues relating to retirement income, business succession, qualified benefit plans, pension planning, estate planning, divorce planning and charitable gift planning	07/11/2017
THE NEXT PIECE - TO YOUR PEACE OF MIND financial planning services, investment management and investment advisory services and trust management account services; financial consulting on issues relating to retirement income, business succession, qualified benefit plans, pension planning, estate planning, divorce planning and charitable gift planning	04/04/2015
YOUR PORTAL TO PEACE OF MIND. Financial planning services, investment management and investment advisory services and trust management account services; financial consulting on issues relating to retirement income, business succession, qualified benefit plans, pension planning, estate planning, divorce planning and charitable gift planning	08/12/2014

See all trademarks and details in the Full Report.

Market Share of Strategic Wealth Management Group's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
NEWDAY USA	Fulton, MD	100
STRATEGIC WEALTH MANAGEMENT GROUP	Fulton, MD	14
CHIRALITY CAPITAL CONSULTING	Bowie, MD	10
HAMERA FOUR	Jessup, MD	10
WIKE FINANCIAL	Calverton, MD	8
COLLECTIVE CONSULTANT GROUP	Lanham, MD	5

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

These companies are in the same general field as Strategic 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.

Company	Revenue ($ MM)