James M DiCenzo

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1001 Champlain Ave Suite 201, Burlington...

Phone Number

(866) 336-1364

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About James M DiCenzo

J.D. Advisors Inc. is led by James DiCenzo, a Portfolio Manager and Senior Investment Advisor specializing in personalized private-client investment management services. The firm caters to families of retiring business owners, professionals, and members of Canadian public traded corporations, as well as registered companies and international clients from regions like the UK, EU, Australia, and Asia. They emphasize comprehensive retirement strategies, fiduciary responsibility, transparency in fees, and accessibility to a wealth of client resources. With a commitment to client satisfaction, they strive to preserve and grow retirement assets amidst market fluctuations.Explore more
James M DiCenzo's Social MediaPopular SearchesJames M DiCenzoJames DiCenzoiA Private Wealth IncBay James N Allan SkywaySIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

James M DiCenzo

<$5M
1-10
Private
-
-
N/A
$8M
1-10
Private
-
2000
Paul Lorentz, President & Chief Executive Officer, Manulife Wealth & Asset Management at Manulife Investment Management
Paul LorentzPresident & CEO, Manulife Wealth & Asset Management
$5.2M
11-50
Private
-
2008
AM
Alex ManickarajChief Financial Officer
<$5M
1-10
Private
-
-
TP
Tracey PankowManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2000
DB
Diane BeischerClient Services Coordinator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

James M DiCenzo is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

James M DiCenzo Tech Stack

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Frequently Asked Questions Regarding James M DiCenzo

What is James M DiCenzo's official website?
James M DiCenzo's official website is www.jamesdicenzo.com
What is James M DiCenzo's Revenue?
James M DiCenzo's revenue is <$5 Million
What is James M DiCenzo's SIC code?
James M DiCenzo's SIC: 62,628
What is James M DiCenzo's NAICS code?
James M DiCenzo's NAICS: 52,523
How many employees does James M DiCenzo have?
James M DiCenzo has 1-10 employees
What industry does James M DiCenzo belong to?
James M DiCenzo is in the industry of: Finance, Securities Trading
What is James M DiCenzo competition?
James M DiCenzo top competitors include: Global Growth Assets, Points Financial Solutions, John Drake, Starview Financial Advisors
What technology does James M DiCenzo use?
Some of the popular technologies that James M DiCenzo uses are: Weebly
How do I contact James M DiCenzo?
James M DiCenzo contact info: Phone number: (866) 336-1364 Website: www.jamesdicenzo.com
What does James M DiCenzo do?

J.D. Advisors Inc. is led by James DiCenzo, a Portfolio Manager and Senior Investment Advisor specializing in personalized private-client investment management services. The firm caters to families of retiring business owners, professionals, and members of Canadian public traded corporations, as well as registered companies and international client... s from regions like the UK, EU, Australia, and Asia. They emphasize comprehensive retirement strategies, fiduciary responsibility, transparency in fees, and accessibility to a wealth of client resources. With a commitment to client satisfaction, they strive to preserve and grow retirement assets amidst market fluctuations.Read More

What are James M DiCenzo social media links?
James M DiCenzo Twitter page
Is James M DiCenzo a public company?
James M DiCenzo is private company therefore does not currently have an official ticker symbol
See more information about James M DiCenzo

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