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Jul 05 2017

Colorado-Based Wealth Management Firm with $80 Million AUM Joins DFPG Investments

DFPG Investments Inc., a dually-registered independent broker-dealer and investment advisor, announced that Greenbook Wealth Management has joined the firm.

Englewood, Colorado-based Greenbook Wealth Management is operated by Jerry Gruber who was previously affiliated with National Planning Corporation. Gruber and his team will bring an estimated $80 million in assets to DFPG.

“Greenbook Wealth Management will be a great fit at DFPG,” says DFPG’s CEO, Mike Bendix. “Jerry and his team not only needed a broker-dealer with a high level of experience in alternative products, but they also needed a compelling RIA platform. This unique combination is at the heart of what we’re doing at DFPG.”

Gruber says that he and his team reviewed a handful of broker-dealers, located throughout the country, as they explored their options.

“When you combine DFPG’s product platform with their due diligence, company culture, and their transition process, DFPG truly stood apart from all the other broker-dealers. We’re very excited about the new partnership,” said Gruber.

DFPG Investments specializes in working with representatives who want to incorporate alternative investments, with an emphasis in investment real estate, in their business.

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Article by: The DI Wire

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