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
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
David M. Jones
CRD#: 1023665
Menominee, MI

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 A. Jones
CRD#: 5912729
Menominee, MI

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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