D&s Wealth Management Group
D&s Wealth Management Group (CRD# 323020) is a financial advisory firm headquartered in , . They manage $43,088,559 in 134 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
D&s Wealth Management Group
By the Numbers
-
Total Assets Under Management43MILLION
-
Total Number of Accounts134ACCOUNTS
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Average Account Value$321,556
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, TX, VA
Financial Advisors at D&s Wealth Management Group
1
Brett Friedman (CRD# 5033484) is an Investment Advisor Representative working at D&s Wealth Management Group in Potomac, MD and has over 17 years of experience in the finance industry.
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