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Building 2DBS INVESTMENT ADVISERS, LLC

Map pinBAY CITY, MI
Phone989-686-6222
NotebookSEC #801-116815
Total AUM
$280.2M
Employees
8
Clients
592

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1484 STRAITS DRIVE
SUITE 6
BAY CITY
MI 48706
United States
Operating Hours
8:30 A.M. - 5:30 P.M. (ET)
Monday - Friday
Phone
989-686-6222
Other Offices
3

ReceiptFinancials

Total AUM
$280.2M
Accounts
973
Discretionary
$280.2M
Accounts
973
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
488
AUM
$50.2M
HNW Individual Clients
35
AUM
$106.6M
Pension/Profit Sharing Plan Clients
68
AUM
$123.2M
Corporation or Business Clients
1
AUM
$135.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARE IN THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
GAINMINJOHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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