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DBD RETIREMENT AND FINANCIAL SERVICES
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$133.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 133.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 328239 |
| SEC Number | 801-129039 |
| Phone | 703-791-5955 |
| Fax | 703-791-4091 |
| Total Employees | 1 |
Client Count by Type (20 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 15 |
| High Net Worth Individual… | 5 |
County data not available for this organization.