Overview
Assets Under Management: $290 million
Headquarters: PEACHTREE CITY, GA
High-Net-Worth Clients: 67
Average Client Assets: $3.2 million
Frequently Asked Questions
DERBEND ASSET MANAGEMENT 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 #124463), DERBEND ASSET MANAGEMENT is subject to fiduciary duty under federal law.
DERBEND ASSET MANAGEMENT is headquartered in PEACHTREE CITY, GA.
DERBEND ASSET MANAGEMENT serves 67 high-net-worth clients according to their SEC filing dated February 15, 2024. View client details ↓
According to their SEC Form ADV, DERBEND ASSET MANAGEMENT offers portfolio management for individuals and pension consulting services. View all service details ↓
DERBEND ASSET MANAGEMENT manages $290 million in client assets according to their SEC filing dated February 15, 2024.
According to their SEC Form ADV, DERBEND ASSET MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.54%
Average Client Assets: $3.2 million
Total Client Accounts: 1,003
Discretionary Accounts: 1,000
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 124463
Filing ID: 1820560
Last Filing Date: 2024-02-15 16:24:00