Overview
Assets Under Management: $159 million
Headquarters: CUYAHOGA FALLS, OH
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 187
Discretionary Accounts: 140
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 170688
Last Filing Date: 2025-02-25 00:00:00
Website: https://dbkfinancial.com