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
3

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 a corporate-structured, institutional registered investment adviser operated by an individual owner. The firm identifies as a capital allocator and provides portfolio management services for businesses or institutions, and it also performs selection-of-other-advisers work for clients. It does not report multi-state advisory operations, is not marked as an active ESG investor, and is not described as a pension consultant or a related adviser. Fee arrangements are listed as "other," indicating non-standard or bespoke pricing rather than a simple AUM or commission model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

3 of 3
  • Donald Puff

    Donald Puff

    PresidentCRD 1066843

  • Sarah Puff

    Sarah Puff

    Registered RepresentativeCRD 5475446

  • Erin Puff

    Registered RepresentativeCRD 8141711

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