Company Overview
- Headquarters
- 3838 Oaklawn Ave., Suite 1000, Dallas TX
- Website
- dukewealthmanagement.com
- Phone
- (214) 722-7515
- Employees
- 4
- Founded in
- 2016
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Duke Wealth Management
Duke Wealth Management is a four-employee financial services firm based in Dallas, Texas. Established with a commitment to excellence, the company prides itself on delivering a personalized, high-touch client service experience. Duke Wealth Management offers a comprehensive suite of financial solutions tailored to meet the diverse needs of individuals and families. Their services encompass wealth planning, retirement planning, insurance planning, and educational savings planning. The team leverages a network of in-house financial experts and strategic partnerships with leading financial institutions to provide clients with a full range of products and services. The firm distinguishes itself through its dedication to building long-term client relationships founded on trust and confidence. Their commitment to client goals is unwavering, and they strive to provide knowledgeable guidance and support every step of the way. Clients can connect with Duke Wealth Management through their website at dukewealthmanagement.com.
Companies Similar to Duke Wealth Management
Analyze industry trends and opportunities by examining competitors and companies comparable to Duke Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |