Dnt Financial, LLC
Dnt Financial, LLC (CRD# 150262) is a financial advisory firm headquartered in Lake Forest, CA. They manage $31,803,759 in 10 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts10ACCOUNTS
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Average Account Value$3,180,376
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Dnt Financial, LLC
1
Lawrence Chin (CRD# 2779490) is an Investment Advisor Representative working at Dnt Financial, LLC in Lake Forest, CA and has over 15 years of experience in the finance industry.
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