Summit Group of Oregon Revenue, Growth & Competitor Profile

DBA SGO

Company Profile & Annual Report for Summit Group of Oregon

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Summit Group of Oregon Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	6446 Fairway Ave. Se #140 Salem, OR 97306

Note: Revenues for privately held companies are statistical evaluations.


Summit Group of Oregon's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Summit Group of Oregon's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Summit Group of Oregon is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Summit Group of Oregon Annual Revenue and Growth Rate

Summit Group of Oregon	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

Note: Summit Group of Oregon's revenues are gauged from an analysis of company filings.

Summit Group of Oregon's Income Statement (based on Industry Averages)

Summit Group of Oregon P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Summit Group of Oregon's Largest Competitors

A competitive analysis shows these companies are in the same general field as Summit Group of Oregon, 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)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
TRUE PRIVATE WEALTH ADVISORS	Salem, OR	100
ETECH CONSULTING LLC.	Salem, OR	64
KEUDELL MORRISON WEALTH MANAGEMENT	Salem, OR	45
SUMMIT GROUP OF OREGON	Salem, OR	40
NORTHWEST FINANCIAL ADVISORS	Salem, OR	16
CUDO INVESTMENT SERVICES	Corvallis, OR	15

Future Competition: Summit Group of Oregon's Fastest Growing Competitors

These companies are in the same general field as Summit Group of Oregon 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)