Privacy Policy
Effective Date: May 13, 2025
1. Introduction
DJE Advisors, LLC ("we," "our," or "us") is committed to protecting the privacy and security of our clients' personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.
2. Information We Collect
We may collect the following types of information:
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Personal Information: Name, email address, phone number, mailing address, Social Security Number (SSN), Tax Identification Number (TIN), and other identifiers.
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Financial Information: Bank account details, income, tax returns, investment information, and other financial data necessary for tax preparation and accounting services.
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Usage Data: Information about your interactions with our website, including IP address, browser type, pages visited, and time spent on the site.
3. How We Use Your Information
We use the collected information for purposes including:
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Providing and managing accounting and tax services
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Communicating with you regarding your account or our services
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Processing payments and transactions
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Complying with legal and regulatory requirements
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Improving our website and services
4. Information Sharing and Disclosure
We do not sell or rent your personal information. We may share your information with:
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Service Providers: Third-party vendors who assist in delivering our services, such as payment processors and IT support.
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Legal Obligations: When required by law, regulation, or legal process.
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Business Transfers: In the event of a merger, acquisition, or sale of assets.
5. Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
6. Your Rights and Choices
Depending on your jurisdiction, you may have rights regarding your personal information, including:
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Accessing the data we hold about you
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Requesting corrections or deletions
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Objecting to or restricting certain data processing activities
To exercise these rights, please contact us at david@djeadvisors.com.
7. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites.
8. Cookies and Tracking Technologies
We may use cookies and similar technologies to enhance your experience on our website. You can adjust your browser settings to refuse cookies, but this may affect site functionality.
9. Children's Privacy
Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children.
10. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.
11. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at:
DJE Advisors, LLC
2155 W. Roscoe Street, Ste. 1-South
Chicago, IL 60618
Phone: (312) 324-0354
Email: david@djeadvisors.com