DRAGONFLY DIGITAL MANAGEMENT, LLC

66 Franklin St
Suite 300
Oakland, California 94607
Tel: 415-795-8868

About DRAGONFLY DIGITAL MANAGEMENT, LLC

DRAGONFLY DIGITAL MANAGEMENT, LLC, formally registered with the SEC as DRAGONFLY DIGITAL MANAGEMENT, LLC. The firm was established in 05/03/2022. They have over 1 offices throughout the country.

DRAGONFLY DIGITAL MANAGEMENT, LLC is a Oakland, California based Financial Planning firm with nearly $2,466,635,502 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300750
SEC#	801-124921
Assets Managed by Firm	$2,466,635,502
No. of Clients	11
No. of Advisors	36

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$2,466,635,502

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