Tfo Phoenix Revenue, Growth & Competitor Profile

DBA TFO PHOENIX, INC.

Company Profile & Annual Report for Tfo Phoenix

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Tfo Phoenix 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	5060 North 40th Street Suite 200 Phoenix, AZ 85018

Note: Revenues for privately held companies are statistical evaluations.


Tfo Phoenix's Annual Report & Profile shows critical firmographic facts:

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

Tfo Phoenix Annual Revenue and Growth Rate

Tfo Phoenix	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: Tfo Phoenix's revenues are gauged from an analysis of company filings.

Tfo Phoenix's Income Statement (based on Industry Averages)

Tfo Phoenix 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 Tfo Phoenix is developing and marketing. Tfo Phoenix doesn't have any recent trademark applications, indicating Tfo Phoenix 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
CONNECTING WEALTH & PURPOSE Financial advisory and consulting services, namely, investment consultation, asset allocation in the nature of financial asset management, financial planning, financial risk management and asset protection in the nature of financial asset management; Financial services, namely, wealth management services, investment management services, and administration services, namely, financial administration of savings accounts, retirement plans, investment accounts, mutual funds, trust accounts and annuities	03/04/2016
ASCENDIA FINANCIAL SERVICES- NAMELY, WEALTH MANAGEMENT SERVICES; TAX AND TAXATION PLANNING; ESTATE PLANNING; FINANCIAL ADVICE, PLANNING, INFORMATION AND CONSULTANCY SERVICES; PHILANTHROPIC PLANNING, SUPPORT AND MANAGEMENT SERVICES; FAMILY OFFICE SERVICES; FAMILY GOVERNANCE AND EDUCATION SERVICES; BUSINESS SUCCESSION PLANNING; AND, BUSINESS ACQUISITION AND MERGER CONSULTATION SERVICES	08/06/2013
ASCENDIA WEALTH FINANCIAL SERVICES- NAMELY, WEALTH MANAGEMENT SERVICES; TAX AND TAXATION PLANNING; ESTATE PLANNING; FINANCIAL ADVICE, PLANNING, INFORMATION AND CONSULTANCY SERVICES; PHILANTHROPIC PLANNING, SUPPORT AND MANAGEMENT SERVICES; FAMILY OFFICE SERVICES; FAMILY GOVERNANCE AND EDUCATION SERVICES; BUSINESS SUCCESSION PLANNING; AND, BUSINESS ACQUISITION AND MERGER CONSULTATION SERVICES	08/06/2013

See all trademarks and details in the Full Report.

Market Share of Tfo Phoenix's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
J&P INVESTMENTS	Phoenix, AZ	100
CLEAR SKY CAPITAL REAL ESTATE SOLUTIONS XIV	Phoenix, AZ	82
TRINITY CAPITAL	Phoenix, AZ	21
TFO PHOENIX	Phoenix, AZ	20
KOVACH & HAN INVESTMENTS	Phoenix, AZ	15
PRIORITY FINANCIAL GROUP	Phoenix, AZ	12

Future Competition: Tfo Phoenix's Fastest Growing Competitors

These companies are in the same general field as Tfo Phoenix 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)