


Du Lac Wealth Services Revenue
Financial Services • Cary, North Carolina, United States • 1-10 Employees
Du Lac Wealth Services revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Du Lac Wealth Services
James M. Mertens
Managing Director
Company overview
| Headquarters | 1150 NW Maynard Rd, Suite 110, Cary, NC 27513, US |
| Phone number | +19194683783 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
About Du Lac Wealth Services
Du Lac Wealth Services is dedicated to helping you achieve your goals with thoughtful strategies and custom portfolios. Live for Today. Plan for Tomorrow. Securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, (finra.org & sipc.org). Du Lac Wealth Services is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representative associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Du Lac Wealth Services has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Du Lac Wealth Services has never raised funding before.
Du Lac Wealth Services Tech Stack
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Frequently asked questions
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