Warner Financial Revenue, Growth & Competitor Profile

DBA WARNER FINANCIAL, INC

Company Profile & Annual Report for Warner Financial

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Warner Financial Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	4550 Montgomery Ave Suite 352 North Bethesda, MD 20814

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Warner Financial's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Warner Financial is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Warner Financial Annual Revenue and Growth Rate

Warner Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

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

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

Warner Financial's Income Statement (based on Industry Averages)

Warner Financial 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 Warner Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as Warner Financial, 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)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
KALAMATA ASSET MANAGEMENT	Bethesda, MD	100
INSTITUTIONAL SHAREHOLDER SERVICES	Rockville, MD	94
COMMON SECURITIZATION SOLUTIONS	Bethesda, MD	47
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT	Bethesda, MD	33
PROFUND ADVISORS	Bethesda, MD	15
MUFG INVESTOR SERVICES US	Rockville, MD	14

Other Companies at 4550 Montgomery Ave, Bethesda MD

Company	Headquarters	Revenue ($ MM)
GELMAN ROSENBERG & FREEDMAN PC	Bethesda, MD	100
RP3	Bethesda, MD	23
COHO CLIMATE ADVISORS	Bethesda, MD	22
VALNEVA USA	Bethesda, MD	18
WEST & FEINBERG PC	Bethesda, MD	10

Future Competition: Warner Financial's Fastest Growing Competitors

These companies are in the same general field as Warner Financial 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)