D&s Wealth Management Group

D&s Wealth Management Group (CRD# 323020) is a financial advisory firm headquartered in , . They manage $43,088,559 in 134 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.dswmg.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $321,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • 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.

MD, TX, VA

Financial Advisors at D&s Wealth Management Group
Showing 1 - 1 of 1 top financial advisors.
1
Brett Friedman, financial advisor Potomac MD
Brett A. Friedman
CRD#: 5033484
Potomac, MD

Brett Friedman (CRD# 5033484) is an Investment Advisor Representative working at D&s Wealth Management Group in Potomac, MD and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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