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Schlegel Dunn Logo
Schlegel Dunn CB Rank
3887284
Heat Score
23
Schlegel Dunn provides financial planning, investment management, retirement, risk, and estate services.
Private Plano, Texas, United States1-10 www.schlegeldunn.com
Advice
Financial Services
Retirement
Risk Management
Wealth Management
Overview

Schlegel Dunn
Heat Score
23

Growth Score
pts
in past quarter
Heat Score 23
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Schlegel Dunn

CB Rank
3887284
Schlegel Dunn provides financial planning, investment management, retirement, risk, and estate services.
Private Plano, Texas, United States1-10 www.schlegeldunn.com
Advice
Financial Services
Retirement
Risk Management
Wealth Management

Details

Legal Name Schlegel Dunn LLC
Operating Status Active
Company Type For Profit
Phone Number 1 972 754-2693
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients create and maintain a comprehensive financial plan tailored to their goals and circumstances.
Investment Management
A service that manages clients' investment portfolios to align with their financial goals and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

Monthly Web Visits

98
-92.86%
 in past month

IT Spend

$96.3KThis year, Schlegel Dunn is projected to spend $96.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Financial Planning Logo
Financial Planning
69
401(k) Advisor Logo
401(k) Advisor
66

Active Website Tech Count

20Schlegel Dunn is actively using 20 technologies for its website, according to BuiltWith. These include Viewport Meta, IPhone / Mobile Compatible, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is Schlegel Dunn's headquarters? Schlegel Dunn is located in Plano, Texas, United States.Who are Schlegel Dunn's competitors? Alternatives and possible competitors to Schlegel Dunn may include Next Gen Financial Planning, Eisert Wealth Management, and  Barwick Consulting Services.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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