D
$2.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-05-2024
- Office Locations
- 1
Office Locations
525 Kilauea AVE, Suite 240 Hilo HI
About DFG Investments AND TAX LLC
DFG Investments AND TAX LLC is a Hilo-based RIA. The firm has been operating for 2 years. Managing $2.7M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$123.0K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Matrix Atlas
Custodian
Optima Element
Investment Themes
Radial zenith Beacon Radial
Investment Vehicles
Wave
Services
Harbor oak Crest Element prime Insight pioneer Crest insight Pathway Horizon delta
Owner & Executives
Zachary Charles Debauche
Chief Compliance Officer, DIRECTOR, Financial Advisor, General Partner
- CRD
- #7325344
- Ownership
- 75% or more
(836) 824-8180
meridian.pioneer@crestcapital.com
in linkedin.com/in/momentum-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,705,906 | -- |
| Total | $2,705,906 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,705,906
Equity - Exchange:
46.0% Public Funds:
19.5% Cash:
34.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $706,529,955 | 46.0% |
| Public Funds | $299,507,263 | 19.5% |
| Cash | $529,897,466 | 34.5% |
| Total | $1,535,934,684 | 100.0% |