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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| D & G Advisory Group LLC
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|---|---|
| CRD # | 125055 |
| SEC # | 801-121996 |
| CIK # | |
| AUM | $156.4 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 906-863-8069 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 204 | 26.2 |
| (b) Individuals (high net worth individuals) | 79 | 130.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 156.4 |
| By Discretionary | ||
| Discretionary | 276 | 156.4 |
| Non-Discretionary | 7 | 0.1 |
| Total | 283 | 156.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.4 | |
| Total | 283 | 156.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bautis Financial LLC
✚
|
NJ | 0.2 |
|
MCS Financial Advisors LLC
✚
|
0.2 | |
|
Moment Private Wealth LLC
✚
|
MO | 0.2 |
|
Highpass Asset Management LLC
✚
|
CO | 0.2 |
|
Elevate Capital Advisors Inc
✚
|
CO | 0.2 |
|
Larimer Capital Corp
✚
|
CO | 0.2 |
|
Blueprint Wealth Management LLC
✚
|
FL | 0.2 |
|
Golden Bay Advisors LLC
✚
|
0.2 | |
|
Tortuga Wealth Management Inc
✚
|
CA | 0.2 |
|
Risley Capital Management LLC
✚
|
MO | 0.2 |