Trajan Wealth Revenue, Growth & Competitor Profile

DBA TRAJAN WEALTH, L.L.C.

Company Profile & Annual Report for Trajan Wealth

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Trajan Wealth Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	7702 E. Doubletree Ranch Road Suite 100 Scottsdale, AZ 85258

Note: Revenues for privately held companies are statistical evaluations.


Trajan Wealth's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Trajan Wealth's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Trajan Wealth is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Trajan Wealth Annual Revenue and Growth Rate

Trajan Wealth	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

Note: Trajan Wealth's revenues are gauged from an analysis of company filings.

Trajan Wealth's Income Statement (based on Industry Averages)

Trajan Wealth 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 Trajan Wealth is developing and marketing. Trajan Wealth doesn't have any recent trademark applications, indicating Trajan Wealth 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
COVERT ROTH IRA Financial services, namely, wealth management services	03/11/2019
COVERT ROTH Individual retirement account services	03/09/2019

See all trademarks and details in the Full Report.

Market Share of Trajan Wealth's Largest Competitors

A competitive analysis shows these companies are in the same general field as Trajan Wealth, 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)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
GENEVA FINANCIAL	Chandler, AZ	100
TRAJAN WEALTH	Scottsdale, AZ	27
M.S. HOWELLS	Scottsdale, AZ	18
FIREPIT HOLDINGS	Gilbert, AZ	6
WILDE WEALTH MANAGEMENT GROUP	Scottsdale, AZ	5
JG FINANCIAL	Tempe, AZ	5

Future Competition: Trajan Wealth's Fastest Growing Competitors

These companies are in the same general field as Trajan Wealth 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)