Dunlap Gill

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

14074 Trade Center Dr Ste 110, Fishers, ...

Phone Number

(317) 770-2266

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Dunlap Gill

Dunlap Gill Wealth Management Group is a full-service financial firm dedicated to helping clients achieve their financial goals through a range of services including retirement planning, portfolio management, cash flow planning, tax planning, estate planning, and risk management. The firm emphasizes a proactive approach to personal financial fitness and aims to educate clients on wealth coaching and management. With a commitment to integrity and professionalism, Dunlap Gill treats its clients as family, prioritizing their best interests. The firm also offers an online platform, Guided Wealth Portfolios, which combines personalized financial advice with advanced technology for convenient investing.Explore more
Dunlap Gill's Social MediaPopular SearchesDunlap GillDunlap Gill Wealth Management GroupDunlap Travel Wealth ManagementDunlapGill Wealth Management GroupSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dunlap Gill

<$5M
1-10
Private
-
-
N/A
$7M
1-10
Private
-
1979
RA
Rita AnnoAdministrative Assistant & Client Service Specialist
<$5M
11-50
Private
-
1979
WW
William WalkerChief Operating Officer
<$5M
1-10
Private
-
2016
MJ
Michelle JonesManager, Business Operations
<$5M
1-10
Private
-
2018
Michael Duggan, Managing Director at Davidson Wealth Management
Michael DugganManaging Director
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2003
KS
Kathleen StonerAdministrative Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dunlap Gill is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Dunlap Gill Tech Stack

A closer look at the technologies used by Dunlap Gill

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Frequently Asked Questions Regarding Dunlap Gill

What is Dunlap Gill's official website?
Dunlap Gill's official website is www.dunlapgill.com
What is Dunlap Gill's Revenue?
Dunlap Gill's revenue is <$5 Million
What is Dunlap Gill's SIC code?
Dunlap Gill's SIC: 62,628
What is Dunlap Gill's NAICS code?
Dunlap Gill's NAICS: 52,523
How many employees does Dunlap Gill have?
Dunlap Gill has 1-10 employees
What industry does Dunlap Gill belong to?
Dunlap Gill is in the industry of: Finance, Securities Trading
What is Dunlap Gill competition?
Dunlap Gill top competitors include: Kennard Financial Services, Copper Canyon Wealth Management, Dougherty & Associates, Davidson Wealth Management
What technology does Dunlap Gill use?
Some of the popular technologies that Dunlap Gill uses are: WordPress.org, PHP, Ceros, Cisco Webex
How do I contact Dunlap Gill?
Dunlap Gill contact info: Phone number: (317) 770-2266 Website: www.dunlapgill.com
What does Dunlap Gill do?

Dunlap Gill Wealth Management Group is a full-service financial firm dedicated to helping clients achieve their financial goals through a range of services including retirement planning, portfolio management, cash flow planning, tax planning, estate planning, and risk management. The firm emphasizes a proactive approach to personal financial fitnes... s and aims to educate clients on wealth coaching and management. With a commitment to integrity and professionalism, Dunlap Gill treats its clients as family, prioritizing their best interests. The firm also offers an online platform, Guided Wealth Portfolios, which combines personalized financial advice with advanced technology for convenient investing.Read More

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

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