Team Hewins Revenue, Growth & Competitor Profile

DBA TEAM HEWINS, LLC

Company Profile & Annual Report for Team Hewins

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Team Hewins Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52392 Portfolio Management
Address	203 Redwood Shores Parkway Suite 550 Redwood City, CA 94065

Note: Revenues for privately held companies are statistical evaluations.


Team Hewins's Annual Report & Profile shows critical firmographic facts:

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

Team Hewins Annual Revenue and Growth Rate

Team Hewins	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: Team Hewins's revenues are gauged from an analysis of company filings.

Team Hewins's Income Statement (based on Industry Averages)

Team Hewins 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

Trademark Applications

Trademark applications show the products and services that Team Hewins is developing and marketing. Team Hewins doesn't have any recent trademark applications, indicating Team Hewins 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
YOUR GUIDE TO FINANCIAL WELLBEING Financial consulting; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management	07/23/2021
SMART ADVICE FOR SMART PEOPLE Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, planning for retirement, family succession, legacy, and charitable giving; Financial retirement plan consulting services	10/07/2019
TEAM HEWINS Financial consulting; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management	06/24/2019

See all trademarks and details in the Full Report.

Market Share of Team Hewins's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
ROBINHOOD MARKETS	Menlo Park, CA	100
VANTA	San Francisco, CA	48
PERSONAL CAPITAL	Redwood City, CA	16
AH CAPITAL MANAGEMENT	Menlo Park, CA	15
BLUEVINE	Redwood City, CA	10
SEQUOIA CAPITAL US/E SEED V PRINCIPALS FUND	Menlo Park, CA	7

Other Companies at 203 Redwood Shores Parkway, Redwood City CA

Company	Headquarters	Revenue ($ MM)
NETEASE INFORMATION TECHNOLOGY	Redwood City, CA	100
POSHMARK	Redwood City, CA	73
BIOTRICITY	Redwood City, CA	8
DORSAL CAPITAL MANAGEMENT	Redwood City, CA	5
SOLENO THERAPEUTICS	Redwood City, CA	4

Future Competition: Team Hewins's Fastest Growing Competitors

These companies are in the same general field as Team Hewins 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)