Wealth Manager
    Manages Private Funds

    Dfg Investments and Tax LLC

    Registered investment advisor · Hilo, Hawaii · CRD #330790

    Assets Under Management
    $3M
    Client Accounts
    38
    Employees
    1
    CRD Number
    330790
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Dfg Investments and Tax LLC

    Dfg Investments and Tax LLC is a registered investment advisory firm headquartered in Hilo, Hawaii, managing approximately $3M in regulatory assets across 38 client accounts. The firm's full regulatory record is filed with the SEC under CRD #330790.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Dfg Investments and Tax LLC's AUM?

    Dfg Investments and Tax LLC reports approximately $3M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Dfg Investments and Tax LLC headquartered?

    Dfg Investments and Tax LLC is headquartered in Hilo, Hawaii.

    What is Dfg Investments and Tax LLC's CRD number?

    Dfg Investments and Tax LLC's CRD number is 330790. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Dfg Investments and Tax LLC manage?

    Dfg Investments and Tax LLC manages approximately 38 client accounts according to its latest SEC filing.

    Is Dfg Investments and Tax LLC SEC registered?

    Dfg Investments and Tax LLC is registered as a STATE investment adviser.

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