DJPUFF ADVISORS GROUP, INC.
Firm details
- Headquarters
- CAMILLUS, New York
- CRD number
- 132754
- Website
- www.donpuff.com
- Custodians
- GWN SECURITIES INC.
- Fee structure
- Other
- Client types
- Other100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Djpuff Advisors Group, Inc. is a small, privately held advisory corporation that provides portfolio management for businesses or institutions and acts as a selector of other advisers. The firm identifies itself as a capital allocator but remains unclassified in style and approach. Its advisory work emphasizes the use of pooled public investment vehicles (primarily mutual funds) and annuity products rather than direct, bespoke security selection. Djpuff Advisors Group, Inc. does not flag itself as an active ESG investor and operates outside of a multi-state advisory footprint. Given the firm’s stated activity of selecting other advisers, Djpuff Advisors Group, Inc. appears to combine direct portfolio oversight with outsourcing to or oversight of sub-advisors when appropriate. That structure lets the firm direct asset allocation and manager selection while relying on third-party managers for implementation when needed.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds100%
Contacts
1 of 1DONALD PUFF
PresidentCRD 1066843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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