Overview
Assets Under Management: $159 million
Headquarters: CUYAHOGA FALLS, OH
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
DBK FINANCIAL COUNSEL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170688), DBK FINANCIAL COUNSEL, LLC is subject to fiduciary duty under federal law.
DBK FINANCIAL COUNSEL, LLC is headquartered in CUYAHOGA FALLS, OH.
DBK FINANCIAL COUNSEL, LLC serves 38 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, DBK FINANCIAL COUNSEL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DBK FINANCIAL COUNSEL, LLC manages $159 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, DBK FINANCIAL COUNSEL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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