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DGS CAPITAL MANAGEMENT
101 Hudson Street
21st Floor
Jersey City, New Jersey 07302
Tel: 646-992-4370
About DGS CAPITAL MANAGEMENT
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| 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 |
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