Dgm Asset Management, L.L.C. (Hoboken)

Dgm Asset Management, L.L.C. is an internet adviser based in Hoboken. It manages $19.4 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2001.

Dgm Asset Management, L.L.C provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dgm Asset Management, L.L.C: assets under management

The assets under management (AUM) of Dgm Asset Management, L.L.C. is $19.4 million. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts and $9.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $229.27 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dgm Asset Management, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dgm Asset Management, L.L.C.

Inc. Gbs Advisors joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Brett Capola	Member	1 Mar 2000	25% - 50%	2303676
Inc. Gbs Advisors	Member	1 May 2000	Other	11-3196250
Aldo Verrelli	Member	1 May 2000	Other	839150
Anthony Vincent Apostolico	Chief executive officer	1 Jul 2000	50% - 75%	1674753

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Gary Bates Schreiner	Owner	1 Mar 1996	75% - 100%	1680954

Based in Hoboken

The principal office where Dgm Asset Management, L.L.C. performs its advisory services is located at 159 Newark Street, Hoboken, NJ 07030, which is also the mailing address of the firm. An additional office of the firm is in Oyster Bay, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-963-8189 or by fax 631-980-3587. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.