Dfc Financial Group Inc is a large advisory firm based in Oxford. It manages $47.5 million of regulatory assets for 169 client accounts. It has been registered with the SEC as an adviser since 2001.
Dfc Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dfc Financial Group Inc is $47.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dfc Financial Group Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Dfc Financial Group Inc performs its advisory services is located at 653 S. Lapeer Road, Oxford, MI 48371, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-236-0495 or by fax 1-248-236-0506. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at dfcfinancial.com.