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Company Profiles: Revenue, Growth, Competition

SUMMIT STRATEGIES Revenue, Growth & Competitor Profile

DBA Summit Strategic Solutions LLC
DBA Summit Strategies COI Fund I, L.P.
Last updated:

Company Awards

Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Summit Strategies

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Summit Strategies Fast Facts

RevenueN/A    See Exact Annual Revenue
EmployeesN/AExact Company Size
Primary Industry52312 Securities Brokerage
Address8182 Maryland Avenue, 6th Floor
St. Louis, MO 63105

Note: Revenues for privately held companies are statistical evaluations.


(see exact revenue data). It is classified as operating in the Securities Brokerage industry.


Summit Strategies's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?


Trademark Applications

Trademark applications show the products and services that Summit Strategies is developing and marketing. Summit Strategies doesn't have any recent trademark applications, indicating Summit Strategies 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
SUMMIT STRATEGIES GROUP
investment consultation provided to taxable and tax-exempt benefit plan sponsors, such as corporate, public, Taft-Hartley employee benefit retirement plan, endowments, foundations, and not-for-profit corporations and insurance reserves
10/16/2000

See all trademarks and details in the Full Report.


Recession Risk

Determine whether Summit Strategies grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Summit Strategies is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.



U.S. Industry Overview & Market Statistics:
Securities Brokerage

Publisher: AnythingResearch

  • Market Size
  • Growth Rate
  • 5-Year Market Forecast
  • Average Company Size & Growth
  • Salary & Compensation Benchmarks



Market Share of Summit Strategies's Largest Competitors

A competitive analysis shows these companies are in the same general field as Summit Strategies, 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)
RITE-VALUE PHARMACYLouisa, KY100 
CHARLES SCHWAB BANK SSBWestlake, TX47 
UBS FINANCIAL SERVICESNew Albany, OH26 
LPL FINANCIALFort Mill, SC25 
RBC USA HOLDCOMinneapolis, MN18 
TD AMERITRADE INVESTMENT MANAGEMENTOmaha, NE14 
AMERITRADE ONLINE HOLDINGSOmaha, NE14 
MIZUHO SECURITIES USANew York, NY12 
ROBERT W. BAIRDMilwaukee, WI10 




Nearby Competitors

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

Company HeadquartersRevenue ($ MM)
STIFEL FINANCIALSt Louis, MO100 
BENJAMIN F. EDWARDS WEALTH MANAGEMENTSt. Louis, MO9 
SMITH MOOREClayton, MO1 
STERN BROTHERSSaint Louis, MO1 
HUNTLEIGH SECURITIESSt. Louis, MO1 
CONFLUENCE INVESTMENT MANAGEMENTSaint Louis, MO1 




Future Competition: Summit Strategies's Fastest Growing Competitors

These companies are in the same general field as Summit Strategies 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)
Summit Strategies Competitors