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).

By the Numbers
  • Total Assets Under Management
    2,010
    MILLION
  • Total Number of Accounts
    10,642
    ACCOUNTS
  • Average Account Value
    $188,849
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Dfpg Investments, LLC
Showing 1 - 7 of 7 top financial advisors.
1
John B. Anderson
CRD#: 6037308
9017 S Riverside Drive, Suite 210, Sandy, UT 84070

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.

2
Michael A. Bendix
CRD#: 5379777
9017 S Riverside Drive, Suite 210, Sandy, UT 84070

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.

3
David R. Laga
CRD#: 4919873
9017 S Riverside Drive, Suite 210, Sandy, UT 84070

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.

4
Loay S. Naser
CRD#: 2233089
1764 The Alameda, San Jose, CA 95126

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.

5
Ryan O. Smith
CRD#: 4340304
9017 S Riverside Dr, Suite 200, Sandy, UT 84070

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.

6
Kelly O. Schmalhausen
CRD#: 2340178
Houston, TX

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.

7
Eric J. Voegeli
CRD#: 2951491
9017 S Riverside Drive, Suite 210, Sandy, UT 84070

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.

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