Dunphy Wealth Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1080 Nimitzview Dr Ste 101, Cincinnati, ...

Phone Number

(513) 232-6333

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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About Dunphy Wealth Management

Dunphy Wealth Management specializes in investment management, financial planning, and tax advisory services tailored for individuals and small businesses. Their mission is to provide thorough and friendly guidance, ensuring client satisfaction through customized financial strategies. With over 40 years of experience, their team focuses on active investment management and tax optimization to meet diverse client needs. They also offer comprehensive financial and estate planning services to help clients achieve their personal and philanthropic goals.Explore more
Dunphy Wealth Management's Social MediaPopular SearchesDunphy Wealth Management IncDunphy Wealth ManagementWealth Management Incdunphywm.comSIC Code 62,628NAICS Code 52,523Show more

Dunphy Wealth Management Org Chart

PhoneEmail
JD
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Founder and President CFP, CPA

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dunphy Wealth Management

<$5M
1-10
Private
-
1996
JD
James DunphyFounder and President CFP, CPA
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dunphy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Dunphy Wealth Management Tech Stack

A closer look at the technologies used by Dunphy Wealth Management

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Frequently Asked Questions Regarding Dunphy Wealth Management

What is Dunphy Wealth Management's official website?
Dunphy Wealth Management's official website is www.dunphywm.com
What is Dunphy Wealth Management's Revenue?
Dunphy Wealth Management's revenue is <$5 Million
What is Dunphy Wealth Management's SIC code?
Dunphy Wealth Management's SIC: 62,628
What is Dunphy Wealth Management's NAICS code?
Dunphy Wealth Management's NAICS: 52,523
How many employees does Dunphy Wealth Management have?
Dunphy Wealth Management has 1-10 employees
What industry does Dunphy Wealth Management belong to?
Dunphy Wealth Management is in the industry of: Finance, Securities Trading
What is Dunphy Wealth Management competition?
Dunphy Wealth Management top competitors include: Fountainhead Wealth, Stockade Wealth Management, Poulos Advisors, Clarity Capital Advisors
What technology does Dunphy Wealth Management use?
Some of the popular technologies that Dunphy Wealth Management uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Dunphy Wealth Management?
Dunphy Wealth Management contact info: Phone number: (513) 232-6333 Website: www.dunphywm.com
What does Dunphy Wealth Management do?

Dunphy Wealth Management specializes in investment management, financial planning, and tax advisory services tailored for individuals and small businesses. Their mission is to provide thorough and friendly guidance, ensuring client satisfaction through customized financial strategies. With over 40 years of experience, their team focuses on active i... nvestment management and tax optimization to meet diverse client needs. They also offer comprehensive financial and estate planning services to help clients achieve their personal and philanthropic goals.Read More

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

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