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Daniel Bert O'mealey

DB & C ADVISORS, LLC·HOLLAND, Michigan
Unclaimed Profile
355 SETTLERS ROAD, HOLLAND, MI 49423CRD# 2746170Firm CRD# 155645
01

About

Daniel Bert O'mealey is a registered financial advisor based in HOLLAND, Michigan, affiliated with DB & C ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DB & C ADVISORS, LLC
DB & C ADVISORS, LLC
AUM
$189M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at DB & C ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2746170
Firm CRD# 155645
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Bert O'mealey offer?
Daniel Bert O'mealey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Michigan for a consultation.
What are Daniel Bert O'mealey's credentials?
Daniel Bert O'mealey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Bert O'mealey located?
Daniel Bert O'mealey is based in HOLLAND, Michigan, working with DB & C ADVISORS, LLC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
How does Daniel Bert O'mealey charge for services?
Daniel Bert O'mealey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DB & C ADVISORS, LLC?
DB & C ADVISORS, LLC has approximately 8 employees and manages $189M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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