DTM ADVISORY GROUP LLC

Overview

DTM Advisory Group LLC is structured as a limited liability company operating as an independent registered investment adviser that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Ownership is at the individual level and the adviser bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. DTM is not identified as an ESG-focused manager, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives