Dewey McDonald & Carrillo

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1282 W Arrow Hwy Ste 200, Upland, Califo...

Phone Number

(909) 981-4281

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Dewey McDonald & Carrillo

Dewey, McDonald & Carrillo, Inc. is a financial services firm based in Southern California, specializing in taxation and wealth management for clients across the United States. Founded by Julia Carrillo, a Certified Public Accountant and Investment Advisor Representative, the firm emphasizes wealth building strategies including business planning, investments, real estate acquisition, retirement planning, and tax mitigation. They pride themselves on providing personalized service and thorough explanations to ensure clients understand their financial matters. The firm's commitment to client relationships and modern technology distinguishes them from average financial advisors and tax firms.Explore more
Dewey McDonald & Carrillo's Social MediaPopular SearchesDewey McDonald & Carrillo IncDewey, Mcdonald & Carrillo IncMcDonald & Carrillo IncBroadridge Financial Solutions IncDewey Mcdonald Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Dewey McDonald & Carrillo Org Chart

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Compare Similar Companies to Dewey McDonald & Carrillo

Compare insights from companies similar to Dewey McDonald & Carrillo, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dewey McDonald & Carrillo

<$5M
1-10
Private
-
1997
CH
Christie HughesDirector, Operations
<$5M
1-10
Private
-
2011
NL
Nicholas LeskiFinancial Planner
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2000
DL
David LeisringWealth Management Associate
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dewey McDonald & Carrillo is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dewey McDonald & Carrillo is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dewey McDonald & Carrillo.

Dewey McDonald & Carrillo Tech Stack

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Frequently Asked Questions Regarding Dewey McDonald & Carrillo

What is Dewey McDonald & Carrillo's official website?
Dewey McDonald & Carrillo's official website is www.dmcconsult.com
What is Dewey McDonald & Carrillo's Revenue?
Dewey McDonald & Carrillo's revenue is <$5 Million
What is Dewey McDonald & Carrillo's SIC code?
Dewey McDonald & Carrillo's SIC: 62,628
What is Dewey McDonald & Carrillo's NAICS code?
Dewey McDonald & Carrillo's NAICS: 52,523
How many employees does Dewey McDonald & Carrillo have?
Dewey McDonald & Carrillo has 1-10 employees
What industry does Dewey McDonald & Carrillo belong to?
Dewey McDonald & Carrillo is in the industry of: Finance, Business Services, Securities Trading
What is Dewey McDonald & Carrillo competition?
Dewey McDonald & Carrillo top competitors include: Independent Investment Services, Jonathan Aring, Copper Canyon Wealth Management, T A Wealth Management
What technology does Dewey McDonald & Carrillo use?
Some of the popular technologies that Dewey McDonald & Carrillo uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Dewey McDonald & Carrillo?
Dewey McDonald & Carrillo contact info: Phone number: (909) 981-4281 Website: www.dmcconsult.com
What does Dewey McDonald & Carrillo do?

Dewey, McDonald & Carrillo, Inc. is a financial services firm based in Southern California, specializing in taxation and wealth management for clients across the United States. Founded by Julia Carrillo, a Certified Public Accountant and Investment Advisor Representative, the firm emphasizes wealth building strategies including business planning, i... nvestments, real estate acquisition, retirement planning, and tax mitigation. They pride themselves on providing personalized service and thorough explanations to ensure clients understand their financial matters. The firm's commitment to client relationships and modern technology distinguishes them from average financial advisors and tax firms.Read More

What are Dewey McDonald & Carrillo social media links?
Dewey McDonald & Carrillo Linkedin page
Is Dewey McDonald & Carrillo a public company?
Dewey McDonald & Carrillo is private company therefore does not currently have an official ticker symbol
See more information about Dewey McDonald & Carrillo

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