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DFPG INVESTMENTS, LLC
9017 S Riverside Drive
Suite 210
Sandy, Utah 84070
Tel: 801-838-9999
About DFPG INVESTMENTS, LLC
DFPG INVESTMENTS, LLC, formally registered with the SEC as DFPG INVESTMENTS, LLC. The firm was established in 06/02/2016. They have over 26 offices throughout the country.
DFPG INVESTMENTS, LLC is a Sandy, Utah based Financial Planning firm with nearly $2,009,732,330 assets under management, offering retirement planning & investment advisory services to 10642 clients. The firm is staffed with 156 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155576 |
| SEC# | 801-107896 |
| Assets Managed by Firm | $2,009,732,330 |
| No. of Clients | 10642 |
| No. of Advisors | 156 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10642 | $2,009,732,330 |
| Individuals (other than high net worth individuals) | 4603 | $527,725,730 |
| High net worth individuals | 2088 | $1,320,146,733 |
| Pension and profit sharing plans | 540 | $131,772,718 |
| Corporations or other businesses | 54 | $30,087,149 |
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|---|---|---|---|
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