Overview
Assets Under Management: $914 million
High-Net-Worth Clients: 134
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.64
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 318
Discretionary Accounts: 316
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 107166
Last Filing Date: 2025-02-06 00:00:00
Website: https://dfsinc.com