Duke Financial Partners Revenue

Financial Services • Lake Oswego, Oregon, United States • 1-10 Employees

Duke Financial Partners revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Duke Financial Partners

Michael Fennessy

President, Qualified Retirement Plan

Company overview

Headquarters	16679 Boones Ferry Rd, Suite 125, Lake Oswego, Oregon 97035, US
Phone number	+15037078282
Websites	dukefinancialpartners.com dukefinancialparters.com
NAICS	52
SIC	628
Keywords	Risk Management, Retirement Planning, Executive Benefits, Financial Planning, Business Exit Planning, Tax Advantaged Strategies, Asset Structure, Independent Registered Investment Advisor (Ria)
Founded	2016
Employees	1-10
Socials

Duke Financial Partners Email Formats

Duke Financial Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@dukefinancialpartners.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@dukefinancialpartners.com	66.7%
{first name}{last name}	johndoe@dukefinancialpartners.com	33.3%

About Duke Financial Partners

Duke Financial Partners, LLC is a full service, independent investment advisory firm. Our professionals provide high-level analytical proficiency to customize the appropriate financial solutions for a company's and/or an individual's financial, benefit plans, and business exit strategy needs. Our mission is to provide our clients with financial flexibility, enabling them to lead the lifestyle of their choosing. This is achieved through an intimate knowledge of our clients goals, needs, and expectations, implemented with an exceptional service model.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Duke Financial Partners has never raised funding before.

Frequently asked questions

Duke Financial Partners is located in Lake Oswego, Oregon, US.

You can reach Duke Financial Partners at +15037078282.

Duke Financial Partners generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Duke Financial Partners has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Duke Financial Partners was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Duke Financial Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Duke Financial Partners

Michael Fennessy

President, Qualified Retirement Plan

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