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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2003
- Office Locations
- 2
Office Locations
About DJG Financial Services, Inc.
DJG Financial Services is an independent, fee-only RIA in Weymouth, MA providing long-term, customized investment management through separately managed accounts, alongside ongoing financial planning (cash flow, college, retirement, tax, and estate). The firm emphasizes disciplined portfolio construction and commonly uses ETFs and fixed income in client portfolios, with primary custody at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
RAYMOND ANDREW CHILDS
Chief Compliance Officer, President
- CRD
- #4168597
- Ownership
- 75% or more
JAMES GUSTAFSON
President, Secretary
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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THOMAS TOOHILL CHILDS
--
- CRD
- #3135747
DONALD JOHN GUSTAFSON
President
- CRD
- #5426553
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,244,812 | -- |
| Non-Discretionary | $1,900,226 | -- |
| Total | $95,145,038 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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