SYMPHONY FINANCIAL PLANNING Revenue, Growth & Competitor Profile

DBA SYMPHONY FINANCIAL PLANNING LLC

Company Profile & Annual Report for Symphony Financial Planning

Access the complete profile.

Symphony Financial Planning Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	1784 Picasso Avenue Suite D Davis, CA 95618 symphonyfp.com

Note: Revenues for privately held companies are statistical evaluations.




Symphony Financial Planning's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
• What industry is the company in?

Symphony Financial Planning Annual Revenue and Growth Rate

Symphony Financial Planning	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Details in Premium Report
2022
2021
2020
2019

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

Note: Symphony Financial Planning's revenues are gauged from an analysis of company filings.

Symphony Financial Planning's Income Statement (based on Industry Averages)

	$ Millions (Industry Average)
Symphony Financial Planning 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

Recession Risk

Determine whether Symphony Financial Planning 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 Symphony Financial Planning 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.

Market Share of Symphony Financial Planning's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ALLWORTH FINANCIAL	Folsom, CA	100
INTERLOC SOLUTIONS	Folsom, CA	16
SCB VENTURES	Roseville, CA	10
CHRIS BULMAN INC. DBA BULMAN WEALTH GROUP	Roseville, CA	8
MONETA VENTURES	Folsom, CA	4
MCSM LLC DBA BBMP WEALTH MANAGEMENT & INSURANCE SERVICES	Roseville, CA	3

Future Competition: Symphony Financial Planning's Fastest Growing Competitors

These companies are in the same general field as Symphony Financial Planning 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)