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Drg Investment Advisory Services, LLC (Kalamazoo)


Drg Investment Advisory Services, LLC is an adviser based in Kalamazoo. It manages $75.02 million of regulatory assets for 214 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, Michigan, and Ohio.

Drg Investment Advisory Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Drg Investment Advisory Services: assets under management

The assets under management (AUM) of Drg Investment Advisory Services, LLC is $75.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350.58 thousand each.
Drg Investment Advisory Services has custody of $12.89 million in cash and securities for 21 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Drg Investment Advisory Services, LLC 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.

Based in Kalamazoo

The principal office where Drg Investment Advisory Services, LLC performs its advisory services is located at 151 Rose Street, Kalamazoo, MI 49007, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 269-381-1788 or by fax 269-381-1799. The normal business hours are 9-5 on Monday - Friday.


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