Be advised. This firm is no longer registered.

Dba Notman Financial Group

Dba Notman Financial Group (CRD# 108959) is a financial advisory firm headquartered in Stockton, CA. They manage $2,625,000 in 68 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $38,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dba Notman Financial Group
No Advisor Found.
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