D
$837.5K Total AUM
$837.5K Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-24-2017
- Office Locations
- 1
Office Locations
3600 NJ-66 STE 176 Neptune NJ
About DTM Advisory Group LLC
DTM Advisory Group LLC is a Neptune-based RIA. The firm has been operating for 9 years. Managing $837.5K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and TD Ameritrade.
Team overview
-- AVG AGE
$837.5K AVG AUM / ADVISOR
$31.0K AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
Available
Owner & Executives
R
ROBERT EDWARD MARINO
Owner
- CRD
- #2694256
- 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 | $837,528 | -- |
| Non-Discretionary | $0 | -- |
| Total | $837,528 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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