DB & C ADVISORS, LLC
Total AUM
$252.2M
Employees
11Clients
331Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
355 SETTLERS ROAD
SUITE 310
HOLLAND
MI 49423
United States
SUITE 310
HOLLAND
MI 49423
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
616-355-3455
Other Offices
1
Financials
Total AUM
$252.2M
Accounts
342Discretionary
$215.9M
Accounts
330Non-Discretionary
$36.2M
Accounts
12
Clients
Individual Clients
267AUM
$55M
HNW Individual Clients
56AUM
$156.1M
Pension/Profit Sharing Plan Clients
1AUM
$36.2M
Charitable Organization Clients
1AUM
$1.3M
Corporation or Business Clients
6AUM
$3.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LAMITX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.