DDFG, INC

HILLCREST FINANCIAL GROUP

THOUSAND OAKS, California·2 registered advisors·CRD# 317862

SEC# 801-1229830(805) 373-8686

01

Firm Overview

AUM

$392M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at DDFG, INC

2 registered advisors

David Patrick Harrington

THOUSAND OAKS, California

Dean Azad Solomon

THOUSAND OAKS, California

05

Office Locations

THOUSAND OAKS, California

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Data sourced from SEC Form ADV filings. DDFG, INC (CRD# 317862) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.