Djpuff Advisors Group, Inc.

RIASEC Registered
Total AUM
$6.4M
Discretionary
$6.4M
100% of AUM
Avg account
$6.4M
Accounts
1
Employees
3
Advisory reps
1

Firm details

Headquarters
Camillus, New York
CRD number
132754
Custodians
GWN SECURITIES INC.
Fee structure
Other
Client types
  • Other100%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Djpuff Advisors Group, Inc. is organized as a corporation and operates as an institutional registered investment adviser focused on portfolio management for businesses or institutions and on selecting other advisers. The firm is owned by an individual and is identified as a capital allocator, indicating it places client assets with external managers or investment vehicles as part of its investment approach. Fee arrangements are listed as “other” rather than a standard percentage-of-assets model. The adviser does not self-identify as an active ESG investor and is not registered as a multi-state adviser; it is also not listed as a pension consultant or a related adviser to another advisory firm. SEC registration year is not provided in the available data.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Donald Puff

    Donald Puff

    PresidentCRD 1066843

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Camillus, NY

Onondaga

Location

Camillus, NY

Headquartered in Camillus, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.

Metro area
Syracuse-Auburn, NY
Region
Northeast
County
Onondaga
Address
202 Kasson Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth