Dufek & Company, LLC

Money Directory

Published October 29, 2012

P.O. Box 159

Eagle, WI, 53119

Primary Contact: Scott M Dufek, CPA

(414) 405-5054

Website: www.5500audit.com

Year Founded: 2009

Primary market served: Privately held companies

Secondary market served: Privately held Companies

Primary category of service: Accounting

Other services provided: Accounting

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: Dufek & Company, LLC is a specialty CPA firm performing 401(k)/ERISA audits. With offices in SE Wisconsin and Chicago, we are uniquely positioned to serve this market niche.

Most typical fee structure: Hourly/Consulting Fee

Total assets under management: Law Firm- Not Applicable

Net worth of typical client/family/business: $20 to $49.9 million

Minimum investment required: Law Firm- Not Applicable

Typical age of your clients: 36 to 54

Primary industry: Manufacturing

Secondary industry: Business Service

For business customers, typical size in total number of employees: 100 to 499

For business customers, typical size in total annual sales: $5 to $19.9 million

Other services provided: Audit
401K

Investment philosophy: N/A

Management of customer portfolios: N/A