Dts Group LLC
Dts Group LLC (CRD# 138687) is a financial advisory firm headquartered in Mill Valley, CA. They manage $96,849,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management97MILLION
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Total Number of Accounts50ACCOUNTS
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Average Account Value$1,936,980
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
- Selection of other advisers (including private fund managers)
- Other
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
Financial Advisors at Dts Group LLC
1
Noel Murphy (CRD# 2625059) is an Investment Advisor Representative working at Dts Group LLC in Mill Valley, CA and has over 14 years of experience in the finance industry.
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