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Home > Retirement Planners > california > roseville > DCA FAMILY OFFICE, LLC
DCA FAMILY OFFICE, LLC
3721 Douglas Blvd
Suite 350
Roseville, California 95661
Tel: (916) 960-5357
About DCA FAMILY OFFICE, LLC
DCA FAMILY OFFICE, LLC, formally registered with the SEC as DCA FAMILY OFFICE, LLC. The firm was established in 06/08/2023. They have over 1 offices throughout the country.
DCA FAMILY OFFICE, LLC is a Roseville, California based Financial Planning firm with nearly $138,510,973 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322047 |
| SEC# | 801-128127 |
| Assets Managed by Firm | $138,510,973 |
| No. of Clients | 1 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $138,510,973 |
| Corporations or other businesses | 1 | $138,510,973 |
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