Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > cuyahoga falls > DBK FINANCIAL COUNSEL, LLC
DBK FINANCIAL COUNSEL, LLC
198 W. Portage Trail Ext.
Ste. 105
Cuyahoga Falls, Ohio 44223
Tel: 330-923-3038
About DBK FINANCIAL COUNSEL, LLC
DBK FINANCIAL COUNSEL, LLC, formally registered with the SEC as DBK FINANCIAL COUNSEL, LLC. The firm was established in 02/28/2022. They have over 1 offices throughout the country.
DBK FINANCIAL COUNSEL, LLC is a Cuyahoga Falls, Ohio based Financial Planning firm with nearly $159,475,340 assets under management, offering retirement planning & investment advisory services to 187 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170688 |
| SEC# | 801-123343 |
| Assets Managed by Firm | $159,475,340 |
| No. of Clients | 187 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 187 | $159,475,340 |
| Individuals (other than high net worth individuals) | 19 | $5,399,972 |
| High net worth individuals | 38 | $116,302,418 |
| Charitable organizations | 2 | $5,136,825 |
| Corporations or other businesses | 3 | $32,636,125 |
More Retirement Planning firms in Cuyahoga Falls, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
Explore More Retirement Advisors in Cuyahoga Falls, Ohio