PRIVACY POLICY

Last Updated: March 2, 2026

Dividend Growth Partners
205 Pier Ave, Ste. 104
Hermosa Beach, CA 90254

Phone: (310) 997-0292
Email: info@dividendgrowth.com

Dividend Growth Partners (“DGP,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

This Privacy Policy describes how we collect, use, disclose, and safeguard information when you:

  • Visit our website
  • Contact us
  • Inquire about our advisory services
  • Become a client
  • Otherwise interact with us

This Policy is designed to comply with:

  • The Gramm-Leach-Bliley Act (GLBA)
  • SEC Regulation S-P
  • The California Consumer Privacy Act (CCPA)
  • The California Privacy Rights Act (CPRA)

1. Categories of Personal Information We Collect

A. Identifiers

  • Name
  • Email address
  • Phone number
  • Mailing address
  • IP address

B. Financial Information (Client Information)

  • Social Security number
  • Taxpayer identification number
  • Assets and liabilities
  • Income and expenses
  • Account numbers
  • Investment history and objectives

C. Internet or Network Activity

  • IP address
  • Browser type
  • Device information
  • Pages visited
  • Time spent on site
  • Referring website

D. Professional Information

  • Employment information
  • Income details
  • Investment experience

E. Sensitive Personal Information

  • Social Security number
  • Financial account information

We collect only information reasonably necessary to provide our services.

2. Sources of Personal Information

We collect personal information:

  • Directly from you (forms, emails, account applications)
  • From custodians and brokerage firms
  • From service providers
  • Through website technologies (cookies, analytics tools)
  • From publicly available sources

3. How We Use Personal Information

We use personal information to:

  • Provide investment advisory services
  • Open and maintain accounts
  • Process transactions
  • Respond to inquiries
  • Comply with legal and regulatory obligations
  • Detect and prevent fraud
  • Improve website functionality
  • Communicate with you about services
 

We do not use sensitive personal information for purposes beyond those permitted under CPRA.

4. Disclosure of Personal Information

We may disclose personal information to:

  • Service Providers
    • Custodians, broker-dealers, compliance consultants, IT providers, CRM providers, and other vendors necessary to operate our business.
  • Regulators
    • SEC, state regulators, courts, law enforcement, or as otherwise required by law.
  • Authorized Representatives
    • Your legal or financial representatives upon authorization.

We do not sell personal information. We do not share personal information for cross-context behavioral advertising.

5. Retention of Personal Information

We retain personal information:

  • For as long as necessary to provide services
  • As required under SEC and state recordkeeping rules (typically 5–7 years minimum)
  • As required by applicable law
  • As necessary to resolve disputes and enforce agreements

6. California Privacy Rights

If you are a California resident, you have the following rights:

Right to Know
You may request disclosure of:

  • Categories of personal information collected
  • Sources of information
  • Business purposes
  • Categories of third parties receiving information

Right to Access
You may request a copy of personal information we maintain about you.

Right to Correct
You may request correction of inaccurate personal information.

Right to Delete
You may request deletion of personal information, subject to legal and regulatory exceptions.

Right to Opt-Out of Sale or Sharing
We do not sell or share personal information as defined under CPRA.

Right to Limit Use of Sensitive Personal Information
We use sensitive personal information only for legally permitted purposes.

Non-Discrimination
We will not discriminate against you for exercising your privacy rights.

7. How to Exercise California Rights

To exercise your rights, contact us:

Email: info@dividendgrowth.com
Phone: (310) 997-0292

We may verify your identity before responding.
Authorized agents may submit requests on your behalf with proper documentation.
We will respond within the time required by California law.

8. Cookies and Tracking Technologies

Our website may use:

  • Cookies
  • Analytics tools (e.g., Google Analytics)
  • Server logs
 

These technologies help us:

  • Understand website traffic
  • Improve user experience
  • Maintain website security
 

You may disable cookies in your browser settings.
We do not use cookies for targeted advertising.

9. Data Security

We implement reasonable administrative, technical, and physical safeguards including:

  • Encrypted systems
  • Secure data storage
  • Access controls
  • Employee training
  • Vendor confidentiality agreement.

No system can be guaranteed 100% secure.

10. Information About Former Clients

We do not disclose non-public personal information about former clients except as required or permitted by law.

11. Children’s Privacy

Our website is not directed to individuals under age 13. We do not knowingly collect information from children.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically. The “Last Updated” date reflects the effective date of the current version.

13. Contact Information

Dividend Growth Partners
205 Pier Ave, Ste. 104
Hermosa Beach, CA 90254

Email: info@dividendgrowth.com
Phone: (310) 997-0292