Djpuff Advisors Group, Inc.
Firm details
- Headquarters
- Camillus, New York
- CRD number
- 132754
- Website
- www.donpuff.com
- Custodians
- GWN SECURITIES INC.
- Fee structure
- Other
- Client types
- Other100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Djpuff Advisors Group, Inc. is organized as a corporation and operates as an institutional registered investment adviser focused on portfolio management for businesses or institutions and on selecting other advisers. The firm is owned by an individual and is identified as a capital allocator, indicating it places client assets with external managers or investment vehicles as part of its investment approach. Fee arrangements are listed as “other” rather than a standard percentage-of-assets model. The adviser does not self-identify as an active ESG investor and is not registered as a multi-state adviser; it is also not listed as a pension consultant or a related adviser to another advisory firm. SEC registration year is not provided in the available data.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Donald Puff
PresidentCRD 1066843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Camillus, NY
Onondaga
Location
Camillus, NY
Headquartered in Camillus, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Onondaga
- Address
- 202 Kasson Rd
- Time zone
- ET (UTC-5)
- Office locations
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