DS Drelich & Associates

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

7077 Bonneval Rd Ste 440, Jacksonville, ...

Phone Number

(904) 296-7120

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About DS Drelich & Associates

D.S. Drelich & Associates is a wealth management firm based in Jacksonville, Florida, specializing in investment management, financial planning, retirement income planning, insurance strategies, and legacy planning. They provide professional financial guidance to individuals, families, near-retirees, and retirees, helping them grow, preserve, and generate income for their financial futures. With over three decades of experience, the firm is dedicated to exceptional customer service and client satisfaction. They offer complimentary consultations and serve clients across the country from their offices in Florida and Oklahoma.Explore more
DS Drelich & Associates's Social MediaPopular SearchesDS Drelich & AssociatesDrelich & AssociatesD S Drelich AssociatesDS Drelich & Associates IncAt DS Drelich & AssociatesSIC Code 62,628NAICS Code 52,523Show more

DS Drelich & Associates Org Chart

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DP
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Manager, Operations

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DH
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Manager, Operations

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SM
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Manager, Client Services

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CS
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Executive Assistant

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Compare Similar Companies to DS Drelich & Associates

Compare insights from companies similar to DS Drelich & Associates, 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

DS Drelich & Associates

<$5M
1-10
Private
-
2009
DP
Dana PemberManager, Operations
<$5M
11-50
Private
-
2011
TF
Thomas FosnaughtRegistered Investment Advisor
<$5M
1-10
Private
<$5M
2001
CD
Clayton DudleyFinancial Advisor
<$5M
1-10
Private
-
2016
JO
Jenni OppermanManager, Investment Operations
<$5M
1-10
Private
-
-
TW
Trip WhatleyVice President
<$5M
1-10
Private
<$5M
-
<$5M
1-10
Private
-
2012
GR
Gina RiefOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

DS Drelich & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

DS Drelich & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about DS Drelich & Associates.

DS Drelich & Associates Tech Stack

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Frequently Asked Questions Regarding DS Drelich & Associates

What is DS Drelich & Associates's official website?
DS Drelich & Associates's official website is www.dsdrelich.com
What is DS Drelich & Associates's Revenue?
DS Drelich & Associates's revenue is <$5 Million
What is DS Drelich & Associates's SIC code?
DS Drelich & Associates's SIC: 62,628
What is DS Drelich & Associates's NAICS code?
DS Drelich & Associates's NAICS: 52,523
How many employees does DS Drelich & Associates have?
DS Drelich & Associates has 1-10 employees
What industry does DS Drelich & Associates belong to?
DS Drelich & Associates is in the industry of: Finance, Insurance, Securities Trading
What is DS Drelich & Associates competition?
DS Drelich & Associates top competitors include: Holman-Whatley & Associates, Integrity Financial Services, Benchmark Investment Group, Portus Capital Management
What technology does DS Drelich & Associates use?
Some of the popular technologies that DS Drelich & Associates uses are: AppRiver, Microsoft 365, Amazon Web Hosting, Microsoft Exchange Online
How do I contact DS Drelich & Associates?
DS Drelich & Associates contact info: Phone number: (904) 296-7120 Website: www.dsdrelich.com
What does DS Drelich & Associates do?

D.S. Drelich & Associates is a wealth management firm based in Jacksonville, Florida, specializing in investment management, financial planning, retirement income planning, insurance strategies, and legacy planning. They provide professional financial guidance to individuals, families, near-retirees, and retirees, helping them grow, preserve, and g... enerate income for their financial futures. With over three decades of experience, the firm is dedicated to exceptional customer service and client satisfaction. They offer complimentary consultations and serve clients across the country from their offices in Florida and Oklahoma.Read More

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

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