Dupree Financial Group

Finance · Kentucky, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

237 E Main St, Lexington, Kentucky, 4050...

Phone Number

(859) 233-0400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About Dupree Financial Group

Dupree Financial Group is an SEC-registered investment advisor based in Lexington, Kentucky, specializing in tailored portfolio management for retirement investments. They focus on providing transparent, adaptable financial services to individuals looking to optimize their retirement savings and ensure a steady cash flow. The firm emphasizes excellent customer service and unbiased financial advice, with free consultations available for potential clients. Their target clients include retirees and individuals planning for retirement who seek guidance in managing their investment portfolios.Explore more
Dupree Financial Group's Social MediaPopular SearchesDupree Financial GroupDupree Financial Group LLCChamberlain & Dupre Technical Services IncDupre Holdings LtdDupree Energy Resources LLCSIC Code 62,628NAICS Code 52,523Show more

Dupree Financial Group Org Chart

PhoneEmail
TT
United States flag for contact location.

Chief Financial Officer, Investment & Advisor...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MJ
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail
DR
United States flag for contact location.

Investment Advisor & Representative

PhoneEmail
HK
United States flag for contact location.

Investment Advisor & Representative

Flame icon indicating likelihood to engage via phone.PhoneEmail
JD
United States flag for contact location.

Investment Advisor

PhoneEmail
CD
United States flag for contact location.

Managing Investment, Office Advisor (Phoenix)

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Dupree Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Dupree Financial Group

Compare insights from companies similar to Dupree Financial Group, 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

Dupree Financial Group

<$5M
1-10
Private
-
2004
TT
Timothy TerryChief Financial Officer, Investment & Advisor & Representative
<$5M
1-10
Private
-
1987
AS
Aaron SanstrumRegistered Representative
<$5M
1-10
Private
-
2006
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2005
VR
Vincent RossiPresident & Chief Investment Officer
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2021
MM
Mady MillerAdministrative Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dupree Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dupree Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dupree Financial Group.

Dupree Financial Group Tech Stack

A closer look at the technologies used by Dupree Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Dupree Financial Group

What is Dupree Financial Group's official website?
Dupree Financial Group's official website is www.dupreefinancial.com
What is Dupree Financial Group's Revenue?
Dupree Financial Group's revenue is <$5 Million
What is Dupree Financial Group's SIC code?
Dupree Financial Group's SIC: 62,628
What is Dupree Financial Group's NAICS code?
Dupree Financial Group's NAICS: 52,523
How many employees does Dupree Financial Group have?
Dupree Financial Group has 1-10 employees
What industry does Dupree Financial Group belong to?
Dupree Financial Group is in the industry of: Finance, Securities Trading
What is Dupree Financial Group competition?
Dupree Financial Group top competitors include: Pacific Coast Wealth Management, Murphy Wealth Management, Intelligent Capitalworks, Sanstrum & Associates
What technology does Dupree Financial Group use?
Some of the popular technologies that Dupree Financial Group uses are: WordPress.org, PHP, Google Font API, Microsoft 365
Who is the CFO of Dupree Financial Group?
Dupree Financial Group's CFO is Timothy Terry
How do I contact Dupree Financial Group?
Dupree Financial Group contact info: Phone number: (859) 233-0400 Website: www.dupreefinancial.com
What does Dupree Financial Group do?

Dupree Financial Group is an SEC-registered investment advisor based in Lexington, Kentucky, specializing in tailored portfolio management for retirement investments. They focus on providing transparent, adaptable financial services to individuals looking to optimize their retirement savings and ensure a steady cash flow. The firm emphasizes excell... ent customer service and unbiased financial advice, with free consultations available for potential clients. Their target clients include retirees and individuals planning for retirement who seek guidance in managing their investment portfolios.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.