$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-03-2015
- Office Locations
- 1
Office Locations
-- Pearland TX
About DPH Financial
DPH Financial is a Texas-based wealth management firm providing financial planning with an accountability-partner approach, including retirement, investment, and estate planning. Portfolios emphasize public funds and ETFs, with a focus on asset allocation and risk management. Serves individuals (including business owners) and supports clients with an online learning center; custody includes Charles Schwab.
Team overview
63 AVG AGE
$2.8M AVG AUM / ADVISOR
$145.8K AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DEBRA ANN HARTSFIELD
Principal
- CRD
- #2575307
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,770,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,770,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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