Tag: DFPG
DFPG Adds $1.25 Billion in AUM During 4th Quarter
DFPG Investments, a dually registered independent broker-dealer and registered investment advisor, announces that it added a record $1.25 billion of new assets through recruiting...
DFPG Expands with $340 Million Pennsylvania Office
DFPG Investments Inc., a dually registered independent broker-dealer and registered investment advisor, announced the addition of Pennsylvania-based wealth advisory firm March Forward to its...
$500 Million RIA Joins DFPG Investments
DFPG Investments Inc., a dually registered independent broker-dealer and registered investment advisor, announced that Key Advisors Group LLC, a fee-only advisory practice, has joined...
ADISA Names Award Winners at 2018 Annual Conference in Las Vegas
ADISA, a trade association representing the non-traded alternative and direct investment space, announced the 2018 winners of the organization’s A Champion of Excellence (ACE),...