DREAMWORK FINANCIAL GROUP

Overview

Dreamwork Financial Group is a small, independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and produces periodic written communications for clients. Its investment posture favors equities — both exchange-traded instruments and individually selected holdings — and the firm is not positioned as an active ESG investor. Fee arrangements combine a percentage-of-assets model with fixed fees for certain services. The adviser is owned by an individual and does not act as a capital allocator or pension consultant. Services are delivered from a compact platform suited to a high-touch, client-centric practice rather than institutional-scale asset management.

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Public Holdings

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Location & Offices