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 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

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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

    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