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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 3 advisory representatives and 216 clients, or 72 clients per representative. That equates to $440.5K in reported AUM per client.
The profile lists 2 reported office locations and 22 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full DJG Financial Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
DJG Financial Services, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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