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Building 2DBK FINANCIAL COUNSEL, LLC

Map pinCUYAHOGA FALLS, OH
Phone330-923-3038
NotebookSEC #801-123343
Total AUM
$199.5M
Employees
4
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
198 W. PORTAGE TRAIL EXT.
STE. 105
CUYAHOGA FALLS
OH 44223
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Phone
330-923-3038

ReceiptFinancials

Total AUM
$199.5M
Accounts
227
Discretionary
$167.7M
Accounts
179
Non-Discretionary
$31.7M
Accounts
48

ContactClients

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Individual Clients
23
AUM
$7.9M
HNW Individual Clients
44
AUM
$148.9M
Charitable Organization Clients
5
AUM
$5.6M
Corporation or Business Clients
5
AUM
$37.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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