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.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss 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.
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