DFN MANAGEMENT LLC.

TAMPA, Florida·2 registered advisors·CRD# 285057
SEC# 801-1293020(866) 296-4420
01

Firm Overview

AUM
$155M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at DFN MANAGEMENT LLC.

2 registered advisors
Jeffrey Robert Donaldson
TAMPA, Florida
Nicholas John Koen
TAMPA, Florida
05

Office Locations

TAMPA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. DFN MANAGEMENT LLC. (CRD# 285057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.