Anthony Apostolico

22 Years of Experience

South Orange, NJ

1 Disclosure

Anthony Apostolico is a registered investment advisor at Dgm Asset Management, L.L.C., based in South Orange, NJ, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 71 clients with $80M in assets under management.

Dgm Asset Management, L.L.C.

Compensation

Fee-Only (% of Portfolio)

Firm Size

2 advisors

Number of Clients

71 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$80.2M

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

DGM Asset Management charges an annual fee based on a percentage of the value of your investments. This fee ranges from 1% to 2% per year, and it's negotiable depending on the size of your account, the investment style, and whether outside managers are used.

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Location

South Orange, NJ

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2005

Settled

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Employment History

Current Registrations

Dgm Asset Management, L.L.C.

November 2003 - Present · 22 yrs 6 mos

State Registrations3 states

NJNYTX

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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