U.s. Financial Advisors Revenue, Growth & Competitor Profile

DBA U.S. FINANCIAL ADVISORS, LLC

Company Profile & Annual Report for U.s. Financial Advisors

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U.s. Financial Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52393 Financial Planning & Investment Advice
Address	30 Braintree Hill Office Park Suite 201 Braintree, MA 02184

Note: Revenues for privately held companies are statistical evaluations.


U.s. Financial Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • U.s. Financial Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • U.s. Financial Advisors is classified as operating in the Financial Planning & Investment Advice industry, NAICS Code 52393.

U.s. Financial Advisors Annual Revenue and Growth Rate

U.s. Financial Advisors	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: U.s. Financial Advisors's revenues are gauged from an analysis of company filings.

U.s. Financial Advisors's Income Statement (based on Industry Averages)

U.s. Financial Advisors 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 U.s. Financial Advisors is developing and marketing. U.s. Financial Advisors doesn't have any recent trademark applications, indicating U.s. Financial Advisors 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
PERSONAL FINANCIAL COACH FINANCIAL EDUCATION, MARKETING AND PLANNING SERVICES, NAMELY PROVIDING EDUCATIONAL AND MARKETING MATERIALS AND FINANCIAL PRODUCTS AND SERVICES TO ACCOUNTANTS AND OTHER PROFESSIONALS IN CONNECTION WITH SUCH PROFESSIONALS MARKETING AND DELIVERY OF FINANCIAL SERVICES AND PRODUCTS TO THE PUBLIC	05/25/2004
U.S. FINANCIAL ADVISORS, LLC financial investment and consulting services in the field of securities and portfolio management	11/12/1996

See all trademarks and details in the Full Report.

Market Share of U.s. Financial Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as U.s. Financial Advisors, 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)
MERCER INVESTMENTS	Boston, MA	100
BALLAST INVESTMENTS	San Francisco, CA	3
CHARTER OAK BUILDING MAINTENANCE	Hartford, CT	2
STARTUPS COM	Powell, OH	2
MIDWEST COMMERCIAL INTERIORS	Salt Lake City, UT	2
SOBH INVESTMENTS	Detroit, MI	2
OMNI FINANCIAL OF NEVADA	Las Vegas, NV	2
HOBSON FINANCIAL GROUP OF ILLINOIS INC. DBA HOLLYWOOD BLVD CINEMA	Woodridge, IL	1
SHAMPAN LAMPORT	Melville, NY	1

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
MERCER INVESTMENTS	Boston, MA	100
AGIS CAPITAL	Boston, MA	0
BAINCO INTERNATIONAL INVESTORS	Boston, MA	0
55I	Boston, MA	0
ESSENTIAL PARTNERS	Cambridge, MA	0
U.S. FINANCIAL ADVISORS	Braintree, MA	0

Future Competition: U.s. Financial Advisors's Fastest Growing Competitors

These companies are in the same general field as U.s. Financial Advisors 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)