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DL WEALTH MANAGEMENT GROUP
DANIEL P. LAFRAMBOISE, INC.
CRD 289085
6265 GREENWICH DRIVE, SUITE 150, SAN DIEGO, CA, 92121, United States
Phone
858-875-5838
Fax
888-789-6496
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-08-19
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $0 |
| High net worth individuals | 20 | $0 |
| Pension/profit sharing plans | 5 | $0 |
All web addresses on file
Official SEC filing: View on IAPD