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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-09-2001
- Office Locations
- 1
Office Locations
About DGM Asset Management, L.l.c.
DGM Asset Management, L.L.C. is a South Orange, NJ RIA providing integrated wealth management for individuals and business owners—investment management coordinated with tax strategy, retirement planning, insurance, and estate/trust planning. The team supports clients through life and business transitions and emphasizes legacy and charitable-giving planning. Custody is held at Charles Schwab, with portfolios that commonly use public funds and ETFs.
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Owner & Executives
THOMAS BRETT CAPOLA
MANAGING DIRECTOR
- CRD
- #2303676
- Ownership
- 50% but less than 75%
ANTHONY VINCENT APOSTOLICO
Managing Director, President
- CRD
- #1674753
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,201,626 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,201,626 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,201,626
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $740,637,769 | 38.2% |
| Equity - Exchange | $445,933,735 | 23.0% |
| Cash | $428,484,154 | 22.1% |
| U.S. Government/Agency | $323,786,668 | 16.7% |
| Total | $1,938,842,326 | 100.0% |