Db & C Advisors, LLC is a large advisory firm based in Holland. It manages $125.75 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Louisiana, Michigan, and Texas.
Db & C Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Db & C Advisors, LLC is $125.75 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Db & C Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Db & C Advisors is high net worth individuals with 46 clients and $60.36 million of assets under management. Among the 10 most similar advisory firms, Db & C Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $125.75 million for 138 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Db & C Advisors doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 78 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Db & C Advisors, LLC performs its advisory services is located at 355 Settlers Road, Holland, MI 49423, which is also the mailing address of the firm. An additional office of the firm is in Grand Haven, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 616-355-3455 or by fax 616-796-0044. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at dbc-advisors.com.