Drg Investment Advisory Services, LLC

Drg Investment Advisory Services, LLC (CRD# 142293) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $99,483,820 in 214 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $464,878
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, MI, OH

Financial Advisors at Drg Investment Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michelle L. Davis
CRD#: 4307457
2725 Airview Boulevard, Suite 204, Kalamazoo, MI 49002
93
Wealthminder
score

Michelle Davis (CRD# 4307457) is an Investment Advisor Representative working at Drg Investment Advisory Services, LLC in Kalamazoo, MI and has over 15 years of experience in the finance industry.

2
David R. Giffin
CRD#: 220235
2725 Airview Boulevard, Suite 204, Kalamazoo, MI 49002
73
Wealthminder
score

David Giffin (CRD# 220235) is an Investment Advisor Representative working at Drg Investment Advisory Services, LLC in Kalamazoo, MI and has over 28 years of experience in the finance industry.

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