DFG INVESTMENTS AND TAX LLC

DFG INVESTMENTS AND TAX LLC of HILO, HI is an SEC-registered investment adviser (CRD 330790). Regulatory assets under management: $2.7M.

Registration

• CRD: 330790
• Type: Registered investment adviser
• Location: 525 KILAUEA AVE, SUITE 240, HILO, HI, 96720
• Phone: (808) 345-2274
• Latest filing: 2026-03-27
• Regulatory AUM: $2.7M
• Non-discretionary AUM: $2.7M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330790 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search