Justin
Lowy
Dfpg Investments, LLC
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About this Advisor
Justin Lowy is a financial advisor who works out of Sandy, Utah, with a total of 3 years of industry experience. Lowy is an advisor for Dfpg Investments, LLC. Over the course of their career, Lowy has held roles at National Securities Corp, National Asset Management, Inc, Crown Capital Securities Lp and Dfpg Investments, LLC. Lowy has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Dfpg Investments, LLC is a business that has its headquarters in Sandy, UT. The firm has offices in 23 locations and a total of 156 employees. It handles $2 billion in assets under management across its 10,642 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 10,642 client accounts, 29% are associated with high-net-worth clients who have greater than $1 million in investable assets. Dfpg Investments, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules are based on which service is offered. Fees charged by Dfpg Investments, LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dfpg Investments, LLC Brokerage Details
$2,009,732,330
156
10,642
$188,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Justin Lowy Work History
Justin has been registered as a financial advisor for 3 years.*
Dfpg Investments, LLC
Crown Capital Securities Lp
National Asset Management, Inc
National Securities Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Lowy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dfpg Investments, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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