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D & G ADVISORY GROUP, L.L.C.
CRD 125055 · SEC 801-121996
AZ, United States
Phone
906-863-8069
Fax
906-863-8080
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$190.9M
Discretionary AUM
$190.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $28.4M |
| High net worth individuals | 90 | $162.5M |
States served
AZ, ID, MI, MN, SC, WI, FL
All web addresses on file
Official SEC filing: View on IAPD