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Dts Group LLC (Mill Valley)


Dts Group LLC is an adviser based in Mill Valley. It manages $46.9 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.




Dts Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dts Group: assets under management

The assets under management (AUM) of Dts Group LLC is $46.9 million. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.07 million in discretionary accounts and $829.61 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $414.8 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dts Group LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mill Valley

The principal office where Dts Group LLC performs its advisory services is located at 81 Throckmorton Avenue, Suite 201, Mill Valley, CA 94941 2486, 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 415-322-4542 or by fax 415-388-8779. The normal business hours are 8:00am - 6:00pm on Monday - Friday.


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