DSG CAPITAL ADVISORS, LLC
Total AUM
$780.3M
Employees
10Clients
117Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7760 FRANCE AVENUE SOUTH
SUITE 815
EDINA
MN 55435
United States
SUITE 815
EDINA
MN 55435
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
(612) 515-9900
Financials
Total AUM
$780.3M
Accounts
510Discretionary
$763.2M
Accounts
503Non-Discretionary
$17.1M
Accounts
7
Clients
Individual Clients
52AUM
$20.3M
HNW Individual Clients
63AUM
$702.2M
Charitable Organization Clients
1AUM
$57M
Government Entity Clients
1AUM
$837.1K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COFLMN
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.