Wentz Financial Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Wentz Financial Group

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Wentz Financial Group Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	53112 Commercial Leasing
Address	5790 Hudson Drive Hudson, OH 44236

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Wentz Financial Group's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Wentz Financial Group is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Wentz Financial Group Annual Revenue and Growth Rate

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

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

Wentz 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 Wentz Financial Group is developing and marketing. Wentz Financial Group doesn't have any recent trademark applications, indicating Wentz 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
WENTZ FINANCIAL GROUP Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence	06/05/2015
WENTZ FINANCIAL GROUP INVESTMENT MANAGEMENT FOR YOUR LIFETIME Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence	06/05/2015

See all trademarks and details in the Full Report.

Market Share of Wentz Financial Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wentz 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)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

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

Company	Headquarters	Revenue ($ MM)
WENTZ FINANCIAL GROUP	Hudson, OH	100
VISION FINANCIAL MANAGEMENT	Cuyahoga Falls, OH	33
RICK MALOYAN	Hinckley, OH	25
BUCKEYE ENERGY BROKERS	Hudson, OH	25
HAINES LAW OFFICE	Aurora, OH	22
CONTE FINANCIAL SERVICES	Norton, OH	22

Future Competition: Wentz Financial Group's Fastest Growing Competitors

These companies are in the same general field as Wentz 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)