Company Information

Get to know Dauphine Patrimoine

Founded in 1991, Dauphine Patrimoine is an independent wealth management firm located in Paris, providing personalized and comprehensive advisory services to private clients and entrepreneurs. The firm's mission is to support clients in building, managing, and transferring their assets through a global approach that integrates financial, legal, tax, real estate, and retirement planning expertise. As a regulated entity, it is registered as a Financial Investment Advisor (CIF) and an insurance broker in France.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Dauphine Patrimoine

France

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.