DGV SOLUTIONS LP

601 Carlson Parkway
Suite 875
Minnetonka, Minnesota 55305
Tel: 612-843-4360

About DGV SOLUTIONS LP

DGV SOLUTIONS LP, formally registered with the SEC as DGV SOLUTIONS LP. The firm was established in 07/13/2015. They have over 2 offices throughout the country.

DGV SOLUTIONS LP is a Minnetonka, Minnesota based Financial Planning firm with nearly $781,901,668 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174379
SEC#	801-101488
Assets Managed by Firm	$781,901,668
No. of Clients	4
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$781,901,668
Charitable organizations	Fewer than 5 clients	$140,817,537

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