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DES FINANCIAL GROUP, LLC
DES FINANCIAL GROUP, LLC
BREA, California
·
1 registered advisor
·
CRD# 174421
SEC# 801-80832
714-572-3620
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DES FINANCIAL GROUP, LLC
1 registered advisor
David Earle Sweet
BREA, California
CRD# 4415313
05
Office Locations
BREA, California
1 advisor
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Data sourced from SEC Form ADV filings. DES FINANCIAL GROUP, LLC (CRD# 174421) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.