Unionview Revenue, Growth & Competitor Profile

DBA UNIONVIEW, LLC DBA UNIONVIEW WEALTH PARTNERS
DBA UNIONVIEW INVESTMENT GROUP LLC
DBA UNIONVIEW WEALTH PARTNERS

Company Profile & Annual Report for Unionview

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Unionview Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	5231 Securities & Commodity Contracts Intermediation & Brokerage
Address	1500 Westlake Ave N., Suite 124 Seattle, WA 98109

Note: Revenues for privately held companies are statistical evaluations.


Unionview's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Unionview's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Unionview is classified as operating in the Securities & Commodity Contracts Intermediation & Brokerage industry, NAICS Code 5231.

Unionview Annual Revenue and Growth Rate

Unionview	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

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

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

Unionview's Income Statement (based on Industry Averages)

Unionview 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

Market Share of Unionview's Largest Competitors

A competitive analysis shows these companies are in the same general field as Unionview, 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)
STONEX GROUP	New York, NY	100
RITE-VALUE PHARMACY	Louisa, KY	47
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	44
CHARLES SCHWAB BANK SSB	Westlake, TX	22
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	17
LPL FINANCIAL	Fort Mill, SC	13
UBS FINANCIAL SERVICES	Weehawken, NJ	12
RBC USA HOLDCO	Minneapolis, MN	8
MERRILL LYNCH	New York, NY	8

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
CASCADIA CAPITAL HOLDINGS	Seattle, WA	100
EK RILEY INVESTMENTS	Seattle, WA	57
CROSSBEAM INVESTMENTS	Seattle, WA	28
METZLER NORTH AMERICA	Seattle, WA	24
ZACHARY SCOTT	Seattle, WA	23
TOLA CAPITAL MANAGEMENT	Seattle, WA	23

Future Competition: Unionview's Fastest Growing Competitors

These companies are in the same general field as Unionview 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)