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D & G Advisory Group, L.L.C.

● SEC registered since 2021CRD 125055SEC# 801-121996
Export (members)
Reg. AUM
$156.4M
Employees
3
Accounts
283
Location
—

D & G Advisory Group, L.L.C. assets under management

D & G Advisory Group, L.L.C. is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $156.4 million in regulatory assets under management and employs 3 people.
dgadvisory.comView on SEC.gov ↗

D & G Advisory Group, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
David Michael Jones ControlCeo, CcoOver 75%1998
Gail A Jones ControlVice President10-25%2002

Frequently asked questions

How much does D & G Advisory Group, L.L.C. manage?

D & G Advisory Group, L.L.C. reports $156.4 million in regulatory assets under management on its Form ADV.

How many employees does D & G Advisory Group, L.L.C. have?

D & G Advisory Group, L.L.C. reports 3 employees.

Does D & G Advisory Group, L.L.C. disclose fund performance?

D & G Advisory Group, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone906-863-8069
Fax906-863-8080
Office hours9:00a.m. To 5:00p.m. Est
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.4M
Non-discretionary$59K
Total (RAUM)$156.4M