DCG WEALTH MANAGEMENT
Firm details
- Headquarters
- ,
- CRD number
- 310957
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals51.88%
- HNWI48.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
DCG Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. Its client focus is individuals and families, and the firm provides financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. DCG charges a mix of fees — percentage of AUM, hourly, fixed and other fee arrangements — and acts as a capital allocator by placing client assets with external managers when appropriate. The firm does not position itself as an ESG investor and lists an accounting professional among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds20%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Erik DeMar
CEOCRD 8041778
Contacts
2 of 2Tasha Preisner
Managing PartnerCRD 8041780
DONITA BAZE
Owner and FounderCRD 5374365
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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