← Back to searchVisit website
DJG FINANCIAL SERVICES, INC.
CRD 146437
775 PLEASANT STREET, SUITE 5, EAST WEYMOUTH, MA, 02189, United States
Phone
781-331-8811
Fax
781-335-7535
Registration
— (—)
Source
State registered
Total AUM
$95.1M
Discretionary AUM
$93.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $27.0M |
| High net worth individuals | 27 | $63.0M |
| Pension/profit sharing plans | 13 | $2.7M |
| Charitable organizations | 2 | $1.2M |
| Corporations/business entities | 7 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD