DPH Financial LLC takes your privacy seriously.  We are committed to protecting your privacy and the confidentiality of your personal and financial information.  We place the highest value on the information you share with us.

As a provider of services that involve compiling personal, and sometimes sensitive, information, protecting the confidentiality of that information has been, and will continue to be, a top priority.  We believe you should be informed of the information we collect, the measures we take to safeguard that information, and the situation(s) in which we might share information with select business partners.  This policy explains how we handle and protect the personal information we collect.

The information we collect and the extent to which we use said information varies depending on the product or service involved.  In fact, in certain cases, we may not collect or share some of the types of information noted below.  Our privacy promise derives from basic principles of trust, ethics, and integrity:


We collect only the customer information necessary to consistently deliver responsive services.


DPH Financial collects information that helps serve your financial needs, provide high standards of customer service, develop and offer new services for our clients and potential clients, and fulfill legal and regulatory requirements.  The information collected generally varies depending on the services you request and may include:


We maintain safeguards to ensure information security.


We have implemented security standards and processes, including physical, electronic and procedural safeguards, to ensure access to customer information is limited to employees, registered representatives, and agents who may need access to do their jobs.  They are required to respect the confidentiality of all customer information.  Some of the safeguards in place include:


We limit how, and with whom, we share client information.


First and foremost, we do not sell client lists, nor do we disclose customer information to marketing companies, with the exception of companies we hire to provide specific services.  We will share customer information for the following reasons:


We uphold these privacy principles with our business partners. Companies with which we share client information are required to maintain the confidentiality of your personal and financial information.  We will reaffirm this policy annually in writing, as long as you maintain an ongoing relationship with us.








DPH Financial LLC

11200 Broadway Street, Suite 2743

Pearland, TX  77584

(713) 893-3262