DBS INVESTMENT ADVISERS, LLC

6006 Westside Saginaw Road
Bay City, Michigan 48706
Tel: 800-327-2377

About DBS INVESTMENT ADVISERS, LLC

DBS INVESTMENT ADVISERS, LLC, formally registered with the SEC as DBS INVESTMENT ADVISERS, LLC. The firm was established in 06/21/2019. They have over 3 offices throughout the country.

DBS INVESTMENT ADVISERS, LLC is a Bay City, Michigan based Financial Planning firm with nearly $244,511,904 assets under management, offering retirement planning & investment advisory services to 946 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123283
SEC#	801-116815
Assets Managed by Firm	$244,511,904
No. of Clients	946
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Other (SHARE IN THIRD PARTY ADVISORY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	946	$244,511,904
Individuals (other than high net worth individuals)	490	$51,680,337
High net worth individuals	29	$82,895,584
Pension and profit sharing plans	72	$109,817,776
Corporations or other businesses	1	$118,207

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