Unclaimed Profile

Michael Kevin Donohue

DB WEALTH MANAGEMENT GROUP, LLC·SAN DIEGO, California

Clean recordDB WEALTH MANAGEMENT GROUP, LLC

1455 FRAZEE ROAD, SAN DIEGO, CA 92108-4340CRD# 1719933Firm CRD# 135317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Kevin Donohue · SAN DIEGO, CA

Registration

CRD #1719933 · DB WEALTH MANAGEMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Kevin Donohue is a registered financial advisor based in SAN DIEGO, California, affiliated with DB WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DB WEALTH MANAGEMENT GROUP, LLC

AUM

$213M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DB WEALTH MANAGEMENT GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1719933

Firm CRD# 135317

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Kevin Donohue offer?

Michael Kevin Donohue specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN DIEGO, California for a consultation.

What are Michael Kevin Donohue's credentials?

Michael Kevin Donohue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Kevin Donohue located?

Michael Kevin Donohue is based in SAN DIEGO, California, working with DB WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Michael Kevin Donohue charge for services?

Michael Kevin Donohue's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DB WEALTH MANAGEMENT GROUP, LLC?

DB WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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