D & G Advisory Group, LLC
D & G Advisory Group, LLC (CRD# 125055) is a financial advisory firm headquartered in , . They manage $131,811,595 in 545 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
D & G Advisory Group, LLC
By the Numbers
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Total Assets Under Management132MILLION
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Total Number of Accounts545ACCOUNTS
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Average Account Value$241,856
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, ID, MI, MN, SC, WI
Financial Advisors at D & G Advisory Group, LLC
1
David Jones (CRD# 1023665) is an Investment Advisor Representative working at D & G Advisory Group, LLC in Menominee, MI and has over 36 years of experience in the finance industry.
2
Gail Jones (CRD# 5912729) is an Investment Advisor Representative working at D & G Advisory Group, LLC in Menominee, MI and has over 3 years of experience in the finance industry.
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