Dragon Financial Group
Dragon Financial Group (CRD# 157936) is a financial advisory firm headquartered in San Mateo, CA. They manage $134,000,000 in 911 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management134MILLION
-
Total Number of Accounts911ACCOUNTS
-
Average Account Value$147,091
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
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, TX
Financial Advisors at Dragon Financial Group
No Advisor Found.
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