Overview
Assets Under Management: $231 million
Headquarters: HOLLAND, MI
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 292
Discretionary Accounts: 276
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 155645
Last Filing Date: 2025-02-04 00:00:00
Website: https://dbccpa.com