DGM Asset Management, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 111732
- Website
- www.dgmmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.6%
- Individuals5.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
DGM Asset Management, L.L.C. is a small, fee-based investment adviser that manages portfolios primarily for individual and family clients as well as small businesses and other institutions. The firm identifies itself as a capital allocator and conducts direct portfolio management, selects other managers, and publishes periodicals or newsletters as part of its advisory activities. Fees are charged as a percentage of assets under management. DGM does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities30%
- Cash & Cash Equivalents14%
- US Government Bonds6%
Contacts
2 of 2Thomas Capola
President and Managing DirectorCRD 2303676
Anthony Apostolico
Money ManagerCRD 1674753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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