Valmark Financial Group Revenue, Growth & Competitor Profile

DBA VALMARK INSURANCE AGENCY, LLC

Company Profile & Annual Report for Valmark Financial Group

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Valmark Financial Group Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52421 Insurance Agencies & Brokers
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	130 Springside Dr Suite 110 Akron, OH 44333

Note: Revenues for privately held companies are statistical evaluations.


Valmark Financial Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Valmark Financial Group's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Valmark Financial Group is classified as operating in the Insurance Agencies & Brokers industry, NAICS Code 52421.

Valmark Financial Group Annual Revenue and Growth Rate

Valmark Financial Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$100 - $500 million Details in Premium Report
2022
2021
2020
2019

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

Note: Valmark Financial Group's revenues are gauged from an analysis of company filings.

Valmark Financial Group's Income Statement (based on Industry Averages)

Valmark Financial Group 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 Valmark Financial Group is developing and marketing. Valmark Financial Group doesn't have any recent trademark applications, indicating Valmark Financial Group 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
TARGET RANGE PORTFOLIO Financial asset management; Investment advisory services	07/18/2022
TARGET RANGE FUNDS Financial asset management; Investment advisory services	04/06/2021
BRING THE GOLDEN RULE TO LIFE Providing investment advice; financial advisory and consulting services, namely, consulting services in the field of exchange traded funds and mutual funds; financial investment in the field of securities; brokerage of shares of stocks and securities; automated securities brokerage; financial analysis and consultation services	10/29/2020

See all trademarks and details in the Full Report.

Market Share of Valmark Financial Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Valmark Financial Group, 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)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
SEQUOIA ONE PEO	Tempe, AZ	5
ARTHUR J. GALLAGHER	Itasca, IL	4
MARSH & MCLENNAN COMPANIES	New York, NY	4
WILLIS NORTH AMERICA	Nashville, TN	3
IOWA BANKERS MORTGAGE	Johnston, IA	3
LOCKTON	Kansas City, MO	2
HUB INTERNATIONAL LIMITED	Chicago, IL	2

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
VALMARK FINANCIAL GROUP	Akron, OH	100
RISK INTERNATIONAL HOLDINGS	Fairlawn, OH	75
VITORI HEALTH	Fairlawn, OH	34
BUSINESS UNDERWRITERS ASSOCIATES	Akron, OH	25
GIBSON MYERS & ASSOCIATES	Akron, OH	14
WARTHER & ASSOCIATES	Akron, OH	7

Future Competition: Valmark Financial Group's Fastest Growing Competitors

These companies are in the same general field as Valmark Financial Group 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)