Frequently Asked Questions (FAQ) About
Dragon Financial and Investment Group LLC
- Where is Dragon Financial and Investment Group LLC Located
-
1700 S. EL CAMINO REAL, SUITE 200, SAN MATEO, CA
- Dragon Financial and Investment Group LLC: Is the firm operating under a legal name?
-
The firm is using the following primary business name: Dragon Financial and Investment Group LLC, while the legal name is: DRAGON FINANCIAL AND INVESTMENT GROUP, LLC
- Dragon Financial and Investment Group LLC: How many employees does the firm employ?
-
Dragon Financial and Investment Group LLC has 7 employees, of which 3 are employees in advisory roles
- Dragon Financial and Investment Group LLC: How many clients does the firm serve?
-
It serves 268 clients.
- Dragon Financial and Investment Group LLC: What are the top holdings of this firm?
-
SPDR S&P 500 ETF TR TR UNIT Schwab Aggregate Bond ETF (SCH INVESCO EXCHANGE TRADED FD T VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF ISHARES TR SELECT SECTOR SPDR TR SBI HEALTHCARE SELECT SECTOR SPDR TR SBI INT-FINL ISHARES TR MSCI LW CRB TG VANGUARD INTL EQUITY INDEX F
- Dragon Financial and Investment Group LLC: What other investment firms are located in the vicinity?
-
ESO Management Services LLC Endurant Capital Management LP Franklin Templeton Portfolio Advisors Inc Summit Financial Advisors LLC Freedom Financial Asset Management LLC Vantage Wealth Management LLC Private Portfolios Inc Fuller & Thaler Asset Management Inc Franklin Advisory Services LLC Golub Group LLC