Dfg Wealth Management, LLC

Dfg Wealth Management, LLC (CRD# 157751) is a financial advisory firm headquartered in Bartlett, IL. They manage $45,000,000 in 259 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
806 W. Bartlett Road, Bartlett, IL 60103
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $173,745
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
  • 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.

IL, TX

Financial Advisors at Dfg Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Downey, financial advisor Bartlett IL
Edward F. Downey
CRD#: 2329298
806 W. Bartlett Road, Bartlett, IL 60103
Edward Downey (CRD# 2329298) is an Investment Advisor Representative working at Dfg Wealth Management, LLC in Bartlett, IL and has over 29 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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