Wells Trecaso Financial Group Revenue, Growth & Competitor Profile

DBA WELLS TRECASO FINANCIAL GROUP, LLC

Company Profile & Annual Report for Wells Trecaso Financial Group

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Wells Trecaso Financial Group Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	3560 West Market Street Suite 340 Akron, OH 44333

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Wells Trecaso Financial Group's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Wells Trecaso Financial Group is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Wells Trecaso Financial Group Annual Revenue and Growth Rate

Wells Trecaso Financial Group	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: Wells Trecaso Financial Group's revenues are gauged from an analysis of company filings.

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

Wells Trecaso Financial Group P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
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EBITDA
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Market Share of Wells Trecaso Financial Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wells Trecaso 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)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
SEQUOIA FINANCIAL GROUP	Akron, OH	100
EDGETECH ANALYTICS	Fairlawn, OH	7
DILAURO WRACHER & THOMAS	Akron, OH	6
DYNAMIC TREND	Akron, OH	5
WELLS TRECASO FINANCIAL GROUP	Akron, OH	4
JENTNER	Akron, OH	4
OAK ASSOCIATES	Akron, OH	4
PRESPER FINANCIAL ARCHITECTS	Akron, OH	3
INDEPENDENT WEALTH MANAGEMENT	Akron, OH	3
KOHMANN BOSSHARD FINANCIAL SERVICES LLC.	Akron, OH	3

Other Companies at 3560 West Market Street, Akron OH

Company	Headquarters	Revenue ($ MM)
GAUTIER HOLDINGS	Akron, OH	100
ODYSSEY HEALTH SYSTEMS	Fairlawn, OH	6
HAMLIN CATTLE	Akron, OH	0

Future Competition: Wells Trecaso Financial Group's Fastest Growing Competitors

These companies are in the same general field as Wells Trecaso 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)