David James Financial Group, LLC

Wisconsin
Registered In
05/02/2017
Incorp. Date

Company Summary

David James Financial Group, LLC in Wisconsin lists David J Frey of Monroe, WI.

Registered In
Wisconsin
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Organized
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David J Frey Registered Agent
1129 17TH AVE STE B, MONROE, WI 53566

Financial Information for David James Financial Group, LLC

Form 5500

DAVID JAMES FINANCIAL GROUP, LLC

1129 17th Avenue Suite B, Monroe, Wi 53566 (608) 426-6660 EIN:82-1563794 Plan Admin:David J Frey
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameDAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $389,082 2023 DAVID JAMES FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 2 / 2 $0 / $389,082
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
David James Financial Group LLC Registered in Utah
Salt Lake City, UT View Report
Person/City Match:David J Frey - Monroe, WI
Dj Real Estate, LLC Registered in Wisconsin
Monroe, WI View Report

The following government agencies have contributed data:

Wisconsin Department of Financial Institutions U.S. Department of Labor
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