De Vries Asset Management, LLC

Overview

De Vries Asset Management, LLC is a California-based limited liability company with an individual owner that combines accounting services with advisory work. The firm’s advisory scope emphasizes financial planning and portfolio management for individuals and small businesses. Its fee arrangements can include a percentage-of-AUM component, hourly charges, and other fee structures, reflecting flexibility in how services are billed. The firm is classified as unclassified in the dataset and is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser. The record indicates the firm does not position itself as an active ESG investor.

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Investments & Alternatives

Location & Offices