In the News
The latest news about DFPG
The MountainWest Capital Network (MWCN) has named DFPG to the annual Utah 100 list, which recognizes Utah’s 100 fastest-growing companies.
Utah Business magazine has named DFPG Investments to their annual Fast 50 list, which recognizes Utah’s fastest-growing companies.
DFPG Investments will be included in Inc. Magazine’s prestigious Inc. 5000, which recognizes America’s fastest-growing private companies.
DFPG Investments is pleased to announce that RCM Investments, located in Provo, Utah, has joined DFPG.
DFPG Investments is pleased to announce that Coughlan and Coughlan Financial Solutions (CCFS), located in Kingfisher, Oklahoma, has joined DFPG.
DFPG Investments, Inc. recently expanded its RIA product platform to include a hybrid-robo offering. The new platform, called Indexed Managed Solutions (IMS), was formed in partnership with RBC and State Street Global Advisors (SSGA).
DFPG announces that Jon Hulsey, of Hulsey Financial based in Oklahoma City, Oklahoma, and Brent Reed, of Brent Reed Financial Services based in Lake Kiowa, Texas, have joined the firm.
The DI Wire recently interviewed outgoing ADISA president Mike Bendix and president-elect John Grady. Bendix also serves as DFPG’s CEO.
DFPG Investments announces that Mike Crimmins, formerly the CEO and Managing Director of KBS Capital Markets Group, and Robert Straton, previously a Senior Vice President at Cole Real Estate Investments, have joined DFPG.
The DI Wire recently highlighted ADISA and IPA’s joint comment to the SEC regarding the definition of accredited investor.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Ratings, rankings, and recognition are generally based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of inclusion of the named awards or lists.
* DFPG paid an application fee to be considered for this award.
9017 S. Riverside Dr., Suite 210
Sandy, UT 84070
p. (801) 838 9999
f. (801) 838 9988