Des Financial Group, LLC

Overview

Des Financial Group, LLC is a state registered investment adviser based in Brea, CA, registered since 2015. It reports $34.1M in assets under management across 125 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$34.1M

Discretionary

100%

Accounts

125

Average account

$273K

Employees

1

Advisory reps

1

Registered since

2015

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• David Earle Sweet Managing Member, Chief Compliance Officer CRD 4415313

Advisory reps 1 of 1

• David Earle Sweet Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4415313

Location

Headquarters

3000 E Birch St Ste 101
Brea, CA 92821

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: desfinancialgroup.com

Every state, with registration dates

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