Overview
Assets Under Management: $132 million
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 545
Discretionary Accounts: 521
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 125055
Last Filing Date: 2024-03-12 00:00:00
Website: https://dgadvisory.com