United Asset Strategies Revenue, Growth & Competitor Profile

DBA UNITED ASSET STRATEGIES INC.

Company Profile & Annual Report for United Asset Strategies

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United Asset Strategies Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	377 Oak Street Suite 403 Garden City, NY 11530

Note: Revenues for privately held companies are statistical evaluations.


United Asset Strategies's Annual Report & Profile shows critical firmographic facts:

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

United Asset Strategies Annual Revenue and Growth Rate

United Asset Strategies	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: United Asset Strategies's revenues are gauged from an analysis of company filings.

United Asset Strategies's Income Statement (based on Industry Averages)

United Asset Strategies 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 United Asset Strategies is developing and marketing. United Asset Strategies doesn't have any recent trademark applications, indicating United Asset Strategies 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
VALUE PLUS Financial planning	06/15/2017
PLANNING FOR THE POSSIBILITIES Financial planning	06/04/2015
MOMENTUM PLUS Financial planning, namely, creating personalized investment strategies to achieve financial independence	03/18/2015

See all trademarks and details in the Full Report.

Market Share of United Asset Strategies's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
RAFFERTY HOLDINGS	Garden City, NY	100
UNITED ASSET STRATEGIES	Garden City, NY	48
RECOVCO MORTGAGE MANAGEMENT	East Meadow, NY	42
ECLIPSE INTERNATIONAL	Merrick, NY	27
YARDENI RESEARCH	Glen Head, NY	21
HENLEY	Uniondale, NY	15

Other Companies at 377 Oak Street, Garden City NY

Company	Headquarters	Revenue ($ MM)
EMO-TRANS	Garden City, NY	100
ROCKAWAY BEACH BOULEVARD CONSTRUCTION	Garden City, NY	14
J.J. STANIS	Garden City, NY	11
WEN MANAGEMENT	Garden City, NY	6
CLINICAL SYSTEMS	Garden City, NY	6

Future Competition: United Asset Strategies's Fastest Growing Competitors

These companies are in the same general field as United Asset Strategies 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)