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DFG Wealth Management, LLC
DFG Wealth Management, LLC is a state-registered investment adviser in Bartlett, IL. The firm manages approximately $65 million in regulatory assets.
Overview
DFG Wealth Management, LLC is a state-registered investment adviser in Bartlett, IL. The firm manages approximately $65 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is DFG Wealth Management a fiduciary?
Yes, as a fee-only RIA registered with state securities regulators, DFG Wealth Management is legally bound to a fiduciary standard. This means it must act in clients' best interests at all times, a higher standard than the suitability standard applied to broker-dealers. (per SEC rules)
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