Dsf Advisors, LLC
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Overview
Dsf Advisors, LLC is an advisory firm that has its headquarters in Boston, Massachusetts. It administers $695.8 million in total assets over six client accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). It has a small group, including 20 financial advisors. Dsf Advisors, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as stocks, bonds and options.
Dsf Advisors, LLC administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which transaction choices are made by an investment advisor without needing the customer's consent. The firm's average account size is $116.0 million. The typical financial advisor at Dsf Advisors, LLC oversees fewer than one client account, making it one of the most personalized firms in the country.
The company's main office is at 341 Newbury Street, Boston, Massachusetts 2115. It is registered to provide services to customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dsf Advisors, LLC by the Numbers
$695.8 million
20
6
$116.0 million
Fee Structure
Fees charged by financial advisors usually depend on the type of services offered. However, fees billed by the firm can be comprised of some blend of the following fee types: asset-based or performance-based. Dsf Advisors, LLC does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Dsf Advisors, LLC provides services to pooled investment vehicles. Out of its six clients, Dsf Advisors, LLC's biggest client type is pooled investment vehicles. None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dsf Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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