Ruben
Vilorio
Dfpg Investments, LLC
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About this Advisor
Ruben Vilorio is a financial advisor working in Sandy, Utah with a total of 6 years of industry experience. Vilorio works at Dfpg Investments, LLC. Over the course of their career, they have held roles at Allen- Wood, Deseret First Credit Union, Bristol Wealth Management, Fillrob, LLC, Diversify, Inc and Dfpg Investments Inc. Vilorio maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Idaho, Texas and Utah. Dfpg Investments, LLC is an advisory company operating out of Sandy, UT. The firm has offices in 23 locations and a total of 156 employees. It controls $2 billion in assets under management among its 10,642 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 10,642 accounts, 29% belong to high-net-worth investors who have more than $1 million in investable assets. Dfpg Investments, LLC has 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 largely are based on the type of services offered. Fee types charged by Dfpg Investments, LLC most likely include 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
Ruben Vilorio Work History
Ruben has been registered as a financial advisor for 6 years.*
Dfpg Investments Inc
Diversify, Inc
Bristol Wealth Management
Fillrob, LLC
Deseret First Credit Union
Allen- Wood
*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 Ruben Vilorio 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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