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DFG INVESTMENTS AND TAX LLC

DFG INVESTMENTS LLC

CRD 330790

Visit website

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

TypeClientsAUM
Individuals22$2.7M

All web addresses on file

Official SEC filing: View on IAPD