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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| DDFG Inc
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|---|---|
| CRD # | 317862 |
| SEC # | 801-122983 |
| CIK # | 0001967640 |
| AUM | $470.8 M (2025-02-26) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 805-373-8686 |
| Address | 515 Marin Street Thousand Oaks, CA 91360 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 11.3 | ||
| Apple Inc | 5.0 | ||
| Exxon Mobil Corp | 2.9 | ||
| Philip Morris International Inc | 1.7 | ||
| Nvidia Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 117.6 |
| (b) Individuals (high net worth individuals) | 123 | 353.1 |
| (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 | 1,050 | 470.8 |
| By Discretionary | ||
| Discretionary | 1,050 | 470.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,050 | 470.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 470.8 | |
| Total | 1,050 | 470.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001967640] |
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|---|---|---|
|
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CA | 0.5 |
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VA | 0.5 |
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NY | 0.5 |
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Drexel Morgan & Co
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PA | 0.5 |
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UT | 0.5 |
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Vickerman Investment Advisors Inc
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WA | 0.5 |