Etico Partners, LLC, member FINRA/SIPC, is a full-service brokerage firm offering customized services to private and institutional clients. We are an independent Broker Dealer focused on building and maintaining strong relationships with our clients.
Etico Partners, LLC (“Etico”) is registered with the Securities and Exchange Commission (“SEC”) as a broker-dealer and is also a member of FINRA, MSRB and SIPC. DLG Wealth Management, LLC (“DLG”) is separately registered with the SEC as an investment adviser and is affiliated with Etico through common ownership and control. Brokerage and investment advisory services and fees differ, and it is important for the retail investor to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.
View the rest Our Customer Relationship Summary
View our affiliate, DLG Wealth Management, LLC’s Relationship Summary