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DFG INVESTMENTS AND TAX LLC
DFG INVESTMENTS LLC
CRD 330790
525 KILAUEA AVE, SUITE 240, HILO, HI, 96720, United States
Phone
(808) 345-2274
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD