|
⚲
|
| DB & C Advisors LLC
✚
|
|
|---|---|
| CRD # | 155645 |
| SEC # | 801-114290 |
| CIK # | |
| AUM | $231.1 M (2025-02-04) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 616-355-3455 |
| Address | 355 Settlers Road Holland, MI 49423 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 41.9 |
| (b) Individuals (high net worth individuals) | 49 | 127.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 57.1 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 292 | 231.1 |
| By Discretionary | ||
| Discretionary | 276 | 174.0 |
| Non-Discretionary | 16 | 57.1 |
| Total | 292 | 231.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.1 | |
| Total | 292 | 231.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integras Partners LLC
✚
|
GA | 0.2 |
|
Impactfolio LLC
✚
|
CO | 0.2 |
|
Fisher & Wiens Wealth Management LLC
✚
|
CA | 0.2 |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.2 |
|
TABR Capital Management LLC
✚
|
CA | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
KOA Wealth Management LLC
✚
|
0.2 | |
|
Ryan & Hoppe Investment Management LLC
✚
|
MN | 0.2 |
|
Iwealth Financial LLC
✚
|
MN | 0.2 |