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DB & C ADVISORS, LLC
355 Settlers Road
Suite 310
Holland, Michigan 49423
Tel: 616-355-3455
About DB & C ADVISORS, LLC
DB & C ADVISORS, LLC, formally registered with the SEC as DB & C ADVISORS, LLC. The firm was established in 11/15/2018. They have over 2 offices throughout the country.
DB & C ADVISORS, LLC is a Holland, Michigan based Financial Planning firm with nearly $231,102,796 assets under management, offering retirement planning & investment advisory services to 292 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155645 |
| SEC# | 801-114290 |
| Assets Managed by Firm | $231,102,796 |
| No. of Clients | 292 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 292 | $231,102,796 |
| Individuals (other than high net worth individuals) | 219 | $41,946,328 |
| High net worth individuals | 49 | $126,969,103 |
| Pension and profit sharing plans | 16 | $57,132,662 |
| Charitable organizations | Fewer than 5 clients | $1,838,081 |
| Corporations or other businesses | 5 | $3,216,622 |
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