DBJ Wealth Management Revenue

Financial Services • New Hartford, New York, United States • 1-10 Employees

DBJ Wealth Management revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at DBJ Wealth Management

Denise Cassidy

Director Of Strategic Development

Company overview

Headquarters	19 Campion Road, New Hartford, NY 13413, US
Phone number	+1532024797
Website	dbjwealthmanagement.com
NAICS	52
SIC	641
Founded	1998
Employees	1-10

DBJ Wealth Management Email Formats

DBJ Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@nm.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@nm.com	100%

About DBJ Wealth Management

We are driven by our mission of helping people make smart decisions with money. Grounded in our values of family, integrity, freedom, excellence, and charity we are a destination for those seeking quality advice for their financial well-being. Our clients view us as an important part of their life and are thankful for our relationship. Our team is the face of the firm as our clients seek advice from our collective group. We work together to achieve results for clients and personal freedom for our associates. We are guided by the compass and not the clock. Our firm has people and process that ensures continuity for generations. Daniel B. Jones Founder & CEO

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Intern

Director

Employees by Department

DBJ Wealth Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

DBJ Wealth Management has never raised funding before.

DBJ Wealth Management Tech Stack

Discover the technologies and tools that power DBJ Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Adobe Client Data Layer

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Adobe Experience Platform Identity Service

Customer data platform

Adobe Experience Platform Launch

Tag managers

core-js

JavaScript libraries

Bootstrap

UI frameworks

Google Maps

Maps

Frequently asked questions

DBJ Wealth Management is located in New Hartford, New York, US.

You can reach DBJ Wealth Management at +1532024797.

DBJ Wealth Management generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

DBJ Wealth Management has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

DBJ Wealth Management was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

DBJ Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at DBJ Wealth Management

Denise Cassidy

Director Of Strategic Development

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