Des Financial Group, LLC

Des Financial Group, LLC (CRD# 174421) is a financial advisory firm headquartered in Brea, CA. They manage $30,959,964 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3000 East Birch Street, Suite 101, Brea, CA 92821
http://www.desfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $255,867
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Des Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Sweet, financial advisor Brea CA
David E. Sweet
CRD#: 4415313
3000 East Birch Street, Suite 101, Brea, CA 92821

David Sweet (CRD# 4415313) is an Investment Advisor Representative working at Des Financial Group, LLC in Brea, CA and has over 21 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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