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DFS ADVISORY
1212 Bent Oaks Ct.
Ste. 200
Denton, Texas 76210
Tel: (940) 297-1474
About DFS ADVISORY
DFS ADVISORY, formally registered with the SEC as DFS ADVISORY. The firm was established in 03/24/2023. They have over 1 offices throughout the country.
DFS ADVISORY is a Denton, Texas based Financial Planning firm with nearly $102,789,950 assets under management, offering retirement planning & investment advisory services to 508 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324992 |
| SEC# | 801-127517 |
| Assets Managed by Firm | $102,789,950 |
| No. of Clients | 508 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 508 | $102,789,950 |
| Individuals (other than high net worth individuals) | 483 | $33,300,000 |
| High net worth individuals | 24 | $37,789,950 |
| Pension and profit sharing plans | 25 | $27,000,000 |
| Corporations or other businesses | Fewer than 5 clients | $4,700,000 |
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