101 Hudson Street
21st Floor
Jersey City, New Jersey 07302
Tel: 646-992-4370
DGS CAPITAL MANAGEMENT, formally registered with the SEC as DGS CAPITAL MANAGEMENT. The firm was established in 05/06/2019. They have over 2 offices throughout the country.
DGS CAPITAL MANAGEMENT is a Jersey City, New Jersey based Financial Planning firm with nearly $446,675,066 assets under management, offering retirement planning & investment advisory services to 667 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281938 |
SEC# | 801-115241 |
Assets Managed by Firm | $446,675,066 |
No. of Clients | 667 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 667 | $446,675,066 |
Individuals (other than high net worth individuals) | 173 | $56,218,801 |
High net worth individuals | 112 | $388,642,837 |
Charitable organizations | Fewer than 5 clients | $1,813,428 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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