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Douglas Gray Bambeck

INVESTMENT PARTNERS LTD·NEW PHILADELPHIA, Ohio
Unclaimed Profile
419 W HIGH AVE, NEW PHILADELPHIA, OH 44663CRD# 3119298Firm CRD# 108913
01

About

Douglas Gray Bambeck is a registered financial advisor based in NEW PHILADELPHIA, Ohio, affiliated with INVESTMENT PARTNERS LTD. 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
INVESTMENT PARTNERS LTD
INVESTMENT PARTNERS LTD
AUM
$646M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at INVESTMENT PARTNERS LTD →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3119298
Firm CRD# 108913
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Douglas Gray Bambeck offer?
Douglas Gray Bambeck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW PHILADELPHIA, Ohio for a consultation.
What are Douglas Gray Bambeck's credentials?
Douglas Gray Bambeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Gray Bambeck located?
Douglas Gray Bambeck is based in NEW PHILADELPHIA, Ohio, working with INVESTMENT PARTNERS LTD. Their office serves clients in the NEW PHILADELPHIA metropolitan area and surrounding communities.
How does Douglas Gray Bambeck charge for services?
Douglas Gray Bambeck'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 INVESTMENT PARTNERS LTD?
INVESTMENT PARTNERS LTD has approximately 20 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW PHILADELPHIA
Steven Chester Stocker — INVESTMENT PARTNERS LTDMatthew William Campbell — INVESTMENT PARTNERS LTDDouglas Alan Feller — INVESTMENT PARTNERS LTDChris Bennett Hensel — INVESTMENT PARTNERS LTDDarren Christopher Brooks — INVESTMENT PARTNERS LTD
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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