Unclaimed Profile

James Walter Michner

DB & C ADVISORS, LLC·HOLLAND, Michigan

Clean recordDB & C ADVISORS, LLC

355 SETTLERS ROAD, HOLLAND, MI 49423CRD# 4048751Firm CRD# 155645

Profile Verification

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

Identity

James Walter Michner · HOLLAND, MI

Registration

CRD #4048751 · DB & C ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Walter Michner 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DB & C ADVISORS, LLC

AUM

$189M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4048751

Firm CRD# 155645

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Walter Michner offer?

James Walter Michner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Michigan for a consultation.

What are James Walter Michner's credentials?

James Walter Michner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Walter Michner located?

James Walter Michner 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 James Walter Michner charge for services?

James Walter Michner'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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