Welton Investment Partners Revenue, Growth & Competitor Profile

DBA WELTON INVESTMENT CORPORATION
DBA WELTON INVESTMENT PARTNERS LLC

Company Profile & Annual Report for Welton Investment Partners

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Welton Investment Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	Eastwood Building San Carlos Between 5th And 6th Carmel, CA 93921

Note: Revenues for privately held companies are statistical evaluations.


Welton Investment Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Welton Investment Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Welton Investment Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Welton Investment Partners Annual Revenue and Growth Rate

Welton Investment Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

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

Note: Welton Investment Partners's revenues are gauged from an analysis of company filings.

Welton Investment Partners's Income Statement (based on Industry Averages)

Welton Investment Partners 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 Welton Investment Partners is developing and marketing. Welton Investment Partners doesn't have any recent trademark applications, indicating Welton Investment Partners 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
WELTON PARAGON Financial services, namely, investment fund management	02/09/2017
WELTON NEXUS Financial services, namely, investment fund management	01/19/2017
WELTON SPECTRUM Financial services, namely, investment fund management	01/05/2017

See all trademarks and details in the Full Report.

Market Share of Welton Investment Partners's Largest Competitors

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

Company	Headquarters	Revenue ($ MM)
CYPRESS INN INVESTORS A CA	Carmel, CA	100
LEVETT MANAGEMENT	Carmel, CA	38
WELTON INVESTMENT PARTNERS	Carmel, CA	22
MONTEREY PRIVATE WEALTH	Monterey, CA	16
LHW ENTERPRISES	Monterey, CA	12
EVANSON ASSET MANAGEMENT	Carmel, CA	10

Future Competition: Welton Investment Partners's Fastest Growing Competitors

These companies are in the same general field as Welton Investment Partners 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)