DFPG Investments

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

9017 S Riverside Dr Ste 210, Sandy, Utah...

Phone Number

(801) 838-9999

Revenue

$27.5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
Mar
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May
Jun
Jul
ZI Rank
2
1
1
2
1
1

About DFPG Investments

DFPG is an independent broker dealer and registered investment advisor (RIA) with registered representatives and investment advisors located across the country. As a broker-dealer and registered investment advisor (RIA), DFPG provides a full-service platform that enables its financial advisors to more effectively serve their investors. DFPG is recognized within the financial services industry for its expertise and due diligence in alternative investments, with a focus on securitized real estate.Explore more
DFPG Investments's Social MediaPopular SearchesDfpg Investments IncDFPG InvestmentsDfpg Investments LLCDfpg LLCDpg Investments LLCSIC Code 62,621NAICS Code 52,523Show more

DFPG Investments Org Chart

PhoneEmail
CB
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Chief Compliance Officer

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BA
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Chief Accounting Officer

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JP
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Senior VP, Compliance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DFPG Investments

$27.5M
11-50
Private
<$5M
2010
CB
Charles BadalamentiChief Compliance Officer
$6.1M
11-50
Private
-
2013
Marcus Engelhardt, Chief Executive Officer & Founder at OptionsPlay
Marcus EngelhardtCEO & Founder
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
2004
Eric Remjeske, President & Founder at Devenir
Eric RemjeskePresident & Founder
<$5M
1-10
Private
-
2001
OC
Olivia CoatesExecutive Assistant
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

DFPG Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

DFPG Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about DFPG Investments.

DFPG Investments financials insights

Gather financial insights about DFPG Investments, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$301K

See All DFPG Investments's Financials Insights

DFPG Investments Tech Stack

A closer look at the technologies used by DFPG Investments

Most Recent Scoops

Award
Promotion
Management Move
Daniel Teague has been promoted from Compliance Analyst & Supervisory Principal to the role of Director of Supervision.
Funding
DFPG Investments has received an SBA PPP loan in the amount of $301,630 from Cache Valley Bank resulting in the retention of 20 jobs.
Funding
DFPG Investments has received an SBA PPP loan for $150,000-350,000 from Cache Valley Bank, supporting the retention of 20 jobs.
Award
Award
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Frequently Asked Questions Regarding DFPG Investments

What is DFPG Investments's official website?
DFPG Investments's official website is www.dfpg.com
What is DFPG Investments's Revenue?
DFPG Investments's revenue is $27.5 Million
What is DFPG Investments's SIC code?
DFPG Investments's SIC: 62,621
What is DFPG Investments's NAICS code?
DFPG Investments's NAICS: 52,523
How many employees does DFPG Investments have?
DFPG Investments has 11-50 employees
What industry does DFPG Investments belong to?
DFPG Investments is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is DFPG Investments competition?
DFPG Investments top competitors include: Henschen & Associates, Devenir, OptionsPlay, The Normann Financial Group
What technology does DFPG Investments use?
Some of the popular technologies that DFPG Investments uses are: Smarsh, Sectigo, DreamHost, Fastly
How do I contact DFPG Investments?
DFPG Investments contact info: Phone number: (801) 838-9999 Website: www.dfpg.com
What does DFPG Investments do?

DFPG is an independent broker dealer and registered investment advisor (RIA) with registered representatives and investment advisors located across the country. As a broker-dealer and registered investment advisor (RIA), DFPG provides a full-service platform that enables its financial advisors to more effectively serve their investors. DFPG is reco... gnized within the financial services industry for its expertise and due diligence in alternative investments, with a focus on securitized real estate.Read More

What are DFPG Investments social media links?
DFPG Investments Linkedin page DFPG Investments Twitter page
Who invested in DFPG Investments?
DFPG Investments has 2 investors including PPP and PPP.
Is DFPG Investments a public company?
DFPG Investments is private company therefore does not currently have an official ticker symbol
See more information about DFPG Investments

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