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DES FINANCIAL GROUP, LLC
CRD 174421 · SEC 801-80832
3000 EAST BIRCH STREET, SUITE 101, BREA, CA, 92821, United States
Phone
714-572-3620
Fax
866-408-1484
Registration
— (—)
Source
State registered
Total AUM
$34.1M
Discretionary AUM
$34.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $5.7M |
| High net worth individuals | 33 | $28.3M |
| Corporations/business entities | 1 | $58K |
All web addresses on file
Official SEC filing: View on IAPD