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DTM ADVISORY GROUP LLC

Advisory

NEPTUNE, NJ

Data as of Mar 30, 2022 · Source: SEC Form ADV

Average account

$31K

across 27 accounts

AUM per adviser

$838K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2022.

Total AUM

$838K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$838K

Discretionary AUM$838K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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FULCIRE WEALTH MANAGEMENT, LLC

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MAGNET INVESTMENT GROUP, L.L.C.

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