The Dc Group Advisory Services, Inc.

The Dc Group Advisory Services, Inc. (CRD# 171459) is a financial advisory firm headquartered in Roseville, CA. They manage $2,500,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $27,778
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at The Dc Group Advisory Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Loy D. Holt
CRD#: 709410
915 Highland Pointe Drive, Suite 250, Roseville, CA 95678
68
Wealthminder
score

Loy Holt (CRD# 709410) is an Investment Advisor Representative working at The Dc Group Advisory Services, Inc. in Roseville, CA and has over 24 years of experience in the finance industry.

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