Terry Lockridge & Dunn

Finance · Iowa, United States · 11-50 Employees

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Overview

Headquarters

221 3rd Ave SE Ste 215, Cedar Rapids, Io...

Phone Number

(319) 364-2945

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
2
1

About Terry Lockridge & Dunn

Savant Wealth Management provides personalized fiduciary guidance and investment strategies tailored to the goals of individuals, families, and businesses across the U.S. Their comprehensive services include wealth management, financial planning, tax advisory, estate planning, and trust services. The firm is committed to acting in the best interests of its clients as a fee-only fiduciary. With a team of experienced financial advisors, Savant aims to help clients navigate the complexities of wealth and asset management.Explore more
Terry Lockridge & Dunn's Social MediaPopular SearchesTerry Lockridge & DunnTLD IncTerry Lockridge & Dunn IncTerry Lockridge Dunn IncWorld Trend FinancialSIC Code 62,628NAICS Code 52,523Show more

Terry Lockridge & Dunn Org Chart

PhoneEmail
RP
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Senior Manager

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Compare insights from companies similar to Terry Lockridge & Dunn, 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

Terry Lockridge & Dunn

<$5M
11-50
Private
-
1978
RP
Robert PenceSenior Manager
$83.7M
51-200
Private
-
1992
Peter Oreb, Global Chief Executive Officer at CXC Global
Peter OrebGlobal CEO
$5.6M
11-50
Private
<$5M
2001
DC
Dikla Chen-StrohlAssistant Vice President
<$5M
11-50
Private
<$5M
2010
AK
Ami KasserFounder & CEO
<$5M
11-50
Private
-
2014
PD
Patricia DrozdSupervisor, Operations
<$5M
11-50
Private
-
2010
Alexander Johnstone, Founder & Chief Executive Officer at World Advisory
Alexander JohnstoneFounder & CEO
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Terry Lockridge & Dunn is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Terry Lockridge & Dunn is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Terry Lockridge & Dunn.

Terry Lockridge & Dunn Tech Stack

A closer look at the technologies used by Terry Lockridge & Dunn

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Frequently Asked Questions Regarding Terry Lockridge & Dunn

What is Terry Lockridge & Dunn's official website?
Terry Lockridge & Dunn's official website is www.tld-inc.com
What is Terry Lockridge & Dunn's Revenue?
Terry Lockridge & Dunn's revenue is <$5 Million
What is Terry Lockridge & Dunn's SIC code?
Terry Lockridge & Dunn's SIC: 62,628
What is Terry Lockridge & Dunn's NAICS code?
Terry Lockridge & Dunn's NAICS: 52,523
How many employees does Terry Lockridge & Dunn have?
Terry Lockridge & Dunn has 11-50 employees
What industry does Terry Lockridge & Dunn belong to?
Terry Lockridge & Dunn is in the industry of: Finance, Securities Trading
What is Terry Lockridge & Dunn competition?
Terry Lockridge & Dunn top competitors include: World Advisory, D&H Global Tax Group, CXC Global, Synergy Wealth Management
What technology does Terry Lockridge & Dunn use?
Some of the popular technologies that Terry Lockridge & Dunn uses are: Backbone.js, WordPress.org, reCAPTCHA, PHP
How do I contact Terry Lockridge & Dunn?
Terry Lockridge & Dunn contact info: Phone number: (319) 364-2945 Website: www.tld-inc.com
What does Terry Lockridge & Dunn do?

Savant Wealth Management provides personalized fiduciary guidance and investment strategies tailored to the goals of individuals, families, and businesses across the U.S. Their comprehensive services include wealth management, financial planning, tax advisory, estate planning, and trust services. The firm is committed to acting in the best interest... s of its clients as a fee-only fiduciary. With a team of experienced financial advisors, Savant aims to help clients navigate the complexities of wealth and asset management.Read More

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

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