DE VRIES ASSET MANAGEMENT, LLC

Overview

De Vries Asset Management, LLC is organized as a limited liability company and appears to be an owner-operated advisory practice that combines accounting services with financial planning and portfolio management for individuals and small businesses. The firm’s public profile classifies it as "unclassified" rather than within a specific RIA subcategory and does not list a year of SEC registration. Service delivery emphasizes fee arrangements that include a percentage of assets under management, hourly billing, and other fee types. The firm is not identified as a capital allocator, is not positioned as a multi-state adviser, and is not listed as an active ESG investor or a pension consultant. It also does not appear as a related adviser to another entity.

Assets & Accounts

Location & Offices