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| DBS Investment Advisers LLC
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|---|---|
| CRD # | 123283 |
| SEC # | 801-116815 |
| CIK # | |
| AUM | $165.0 MM (2023-03-13) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 800-327-2377 |
| Address | 6006 Westside Saginaw Road Bay City, MI 48706 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 25.4 |
| (b) Individuals (high net worth individuals) | 20 | 49.1 |
| (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 | 67 | 90.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 724 | 165.0 |
| By Discretionary | ||
| Discretionary | 724 | 165.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 724 | 165.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.0 | |
| Total | 724 | 165.0 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State and Local Retirement System |
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|---|---|---|
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McGinn Investment Management Inc
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Selkirk Wealth Advisors LLC
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Norris Financial Group LLC
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RH Investment Group LLC
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|
Illumine Investment Management LLC
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|
Pacific Park Financial Inc
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