Dfpg Investments, LLC
Dfpg Investments, LLC (CRD# 155576) is a financial advisory firm headquartered in Sandy, UT. They manage $2,009,732,330 in 10,642 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management2,010MILLION
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Total Number of Accounts10,642ACCOUNTS
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Average Account Value$188,849
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
John Anderson (CRD# 6037308) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 11 years of experience in the finance industry.
Michael Bendix (CRD# 5379777) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 15 years of experience in the finance industry.
David Laga (CRD# 4919873) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 17 years of experience in the finance industry.
Loay Naser (CRD# 2233089) is an Investment Advisor Representative working at Dfpg Investments, LLC in San Jose, CA and has over 31 years of experience in the finance industry.
Ryan Smith (CRD# 4340304) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 19 years of experience in the finance industry.
Kelly Schmalhausen (CRD# 2340178) is an Investment Advisor Representative working at Dfpg Investments, LLC in Houston, TX and has over 30 years of experience in the finance industry.
Eric Voegeli (CRD# 2951491) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 26 years of experience in the finance industry.