Multi Family Office

Deffinbaugh Financial Services

Deffinbaugh Financial Services is a US-based multi-family office. It offers services including wealth management, investment management, and financial planning.

Deffinbaugh Financial Services

Deffinbaugh Financial Services is a US-based multi-family office. It offers services including wealth management, investment management, and financial planning. It provides insurance, tax planning, estate planning, income tax solutions, and retirement planning services.

General information

Firm type

Multi Family Office

Year founded

AUM

Location

Region

North America

Country

City

Bakersfield

Corporate office

1219 13th Street South, Great Falls, MT 59405

Frequently asked questions

What is Deffinbaugh Financial Services?

Deffinbaugh Financial Services is a multi family office headquartered in Bakersfield.

Where is Deffinbaugh Financial Services headquartered?

Deffinbaugh Financial Services is headquartered in Bakersfield, in the North America region.

What does Altss track for Deffinbaugh Financial Services?

Altss maintains an OSINT-verified profile of Deffinbaugh Financial Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Deffinbaugh Financial Services's website?

Deffinbaugh Financial Services's public website is www.dfsfinancialservices.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Deffinbaugh Financial Services?

Deffinbaugh Financial Services is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Deffinbaugh Financial Services?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Deffinbaugh Financial Services?

Deffinbaugh Financial Services's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classLive OSINT deal alerts
Start your free trial

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo