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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-12-2015
- Office Locations
- 1
Office Locations
About DES Financial Group, LLC
DES Financial Group, LLC is an independent, fiduciary advisory led by CFP professional David E. Sweet. The firm provides comprehensive financial planning and fee-based investment management for individuals and families, emphasizing conservative portfolios, tax-aware strategies, retirement planning, and multigenerational wealth transfer. Implementation commonly uses public funds such as ETFs/index funds, with custody through LPL Financial.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID EARLE SWEET
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4415313
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,101,579 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,101,579 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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