Duggins Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

88 Pine Valley Ln, Newport Beach, Califo...

Phone Number

(949) 297-4300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Duggins Financial

Duggins Financial is an independent boutique financial firm that specializes in investment management and retirement plan services, focusing on personalized client service. The firm employs a conservative investment philosophy aimed at managing client assets for positive returns while minimizing risk. With a fee-based asset management approach, Duggins Financial aligns its incentives with clients' financial goals, ensuring that their interests are prioritized. The team, led by founder Bill Duggins, leverages years of experience to provide tailored financial strategies and guidance for individuals navigating various life transitions.Explore more
Duggins Financial's Social MediaPopular SearchesDuggins FinancialDugginsfinancial.comBill DugginsSIC Code 62,628NAICS Code 52,523Show more

Duggins Financial Org Chart

PhoneEmail
CD
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Duggins Financial

<$5M
1-10
Private
-
-
CD
Claire DugginsClient Services Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
-
QA
Quincy AkinsFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Duggins Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Duggins Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Duggins Financial.

Duggins Financial Tech Stack

A closer look at the technologies used by Duggins Financial

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Frequently Asked Questions Regarding Duggins Financial

What is Duggins Financial's official website?
Duggins Financial's official website is www.dugginsfinancial.com
What is Duggins Financial's Revenue?
Duggins Financial's revenue is <$5 Million
What is Duggins Financial's SIC code?
Duggins Financial's SIC: 62,628
What is Duggins Financial's NAICS code?
Duggins Financial's NAICS: 52,523
How many employees does Duggins Financial have?
Duggins Financial has 1-10 employees
What industry does Duggins Financial belong to?
Duggins Financial is in the industry of: Finance, Securities Trading
What is Duggins Financial competition?
Duggins Financial top competitors include: Compass Investment Consulting, Summit Wealth Management, Anthony Przechera, Forsyth Financial Services
What technology does Duggins Financial use?
Some of the popular technologies that Duggins Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Datadog
How do I contact Duggins Financial?
Duggins Financial contact info: Phone number: (949) 297-4300 Website: www.dugginsfinancial.com
What does Duggins Financial do?

Duggins Financial is an independent boutique financial firm that specializes in investment management and retirement plan services, focusing on personalized client service. The firm employs a conservative investment philosophy aimed at managing client assets for positive returns while minimizing risk. With a fee-based asset management approach, Dug... gins Financial aligns its incentives with clients' financial goals, ensuring that their interests are prioritized. The team, led by founder Bill Duggins, leverages years of experience to provide tailored financial strategies and guidance for individuals navigating various life transitions.Read More

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

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