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DJ FINANCIAL
CRD 168015
1929 NE DIAMOND LAKE BLVD #105, ROSEBURG, OR, 97470, United States
Phone
541-670-1071
Fax
541-440-8231
Registration
— (—)
Source
State registered
Total AUM
$15.3M
Discretionary AUM
$15.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $7.1M |
Official SEC filing: View on IAPD