Strategies TRM Equity Fund II Access Fund Revenue, Growth & Competitor Profile

DBA MTB OF MI LLC
DBA STRATEGIES WEALTH ADVISORS, LLC

Company Profile & Annual Report for Strategies TRM Equity Fund II Access Fund

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Strategies TRM Equity Fund II Access Fund 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	171 Monroe Avenue Nw Suite 800 Grand Rapids, MI 49503

Note: Revenues for privately held companies are statistical evaluations.


Strategies TRM Equity Fund II Access Fund's Annual Report & Profile shows critical firmographic facts:

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

Strategies TRM Equity Fund II Access Fund Annual Revenue and Growth Rate

Strategies TRM Equity Fund II Access Fund	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: Strategies TRM Equity Fund II Access Fund's revenues are gauged from an analysis of company filings.

Strategies TRM Equity Fund II Access Fund's Income Statement (based on Industry Averages)

Strategies TRM Equity Fund II Access Fund 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

Investor Activity

Strategies TRM Equity Fund II Access Fund has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
June 30, 2023	56	50%	$40 MM
Complete list of funding rounds and total amounts in the Company Report

Market Share of Strategies TRM Equity Fund II Access Fund's Largest Competitors

A competitive analysis shows these companies are in the same general field as Strategies TRM Equity Fund II Access Fund, 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 Strategies TRM Equity Fund II Access Fund. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
FORMULAFOLIO INVESTMENT	Grand Rapids, MI	100
TRILLIUM MANAGEMENT MSV	Grand Rapids, MI	63
FORMULAFOLIO INVESTMENTS	Grand Rapids, MI	54
CENTENNIAL SECURITIES	Grand Rapids, MI	47
STRATEGIES TRM EQUITY FUND II ACCESS FUND	Grand Rapids, MI	34
LEGACY TRUST	Grand Rapids, MI	26

Future Competition: Strategies TRM Equity Fund II Access Fund's Fastest Growing Competitors

These companies are in the same general field as Strategies TRM Equity Fund II Access Fund 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)