Dfpg Investments, LLC
Dfpg Investments, LLC (CRD# 155576) is a financial advisory firm headquartered in Sandy, UT. They manage $1,075,869,650 in 5,531 accounts and serve the financial needs of clients across 41 states (or territories).
-
Total Assets Under Management1,076MILLION
-
Total Number of Accounts5,531ACCOUNTS
-
Average Account Value$194,516
- 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)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
Steven Ahlmer (CRD# 4482805) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 21 years of experience in the finance industry.
John Anderson (CRD# 6037308) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 10 years of experience in the finance industry.
Taylor Ashland (CRD# 5732470) is an Investment Advisor Representative working at Dfpg Investments, LLC in Medford, OR and has over 13 years of experience in the finance industry.
Andrew Babson (CRD# 5621519) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 14 years of experience in the finance industry.
Krista Baker (CRD# 5573045) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 12 years of experience in the finance industry. Krista Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Laura Balback (CRD# 6085208) is an Investment Advisor Representative working at Dfpg Investments, LLC in Lewes, DE and has over 4 years of experience in the finance industry.
Noah Beecher (CRD# 5726886) is an Investment Advisor Representative working at Dfpg Investments, LLC in Santa Rosa, CA and has over 8 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 14 years of experience in the finance industry.
Marc Bernstein (CRD# 1284160) is an Investment Advisor Representative working at Dfpg Investments, LLC in Conshohocken, PA and has over 37 years of experience in the finance industry.
Peter Burnham (CRD# 4273583) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 22 years of experience in the finance industry. Peter Burnham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.