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David Robert Giffin

DRG INVESTMENT ADVISORY SERVICES, LLC·KALAMAZOO, Michigan
Unclaimed Profile
151 ROSE STREET, KALAMAZOO, MI 49007CRD# 220235Firm CRD# 142293
01

About

David Robert Giffin is a registered financial advisor based in KALAMAZOO, Michigan, affiliated with DRG INVESTMENT ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
DRG INVESTMENT ADVISORY SERVICES, LLC
DRG INVESTMENT ADVISORY SERVICES, LLC
AUM
$75M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DRG INVESTMENT ADVISORY SERVICES, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 220235
Firm CRD# 142293
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Robert Giffin offer?
David Robert Giffin specializes in Investment Management, Fee-Only Advisory. Contact their office in KALAMAZOO, Michigan for a consultation.
What are David Robert Giffin's credentials?
David Robert Giffin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Robert Giffin located?
David Robert Giffin is based in KALAMAZOO, Michigan, working with DRG INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.
How does David Robert Giffin charge for services?
David Robert Giffin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DRG INVESTMENT ADVISORY SERVICES, LLC?
DRG INVESTMENT ADVISORY SERVICES, LLC has approximately 1 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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