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Mensel David Dean

PBGH FINANCIAL ADVISORS, INC.·FREDERICKSBURG, Virginia
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725 JACKSON STREET, FREDERICKSBURG, VA 22401CRD# 4460899Firm CRD# 115013
01

About

Mensel David Dean is a registered financial advisor based in FREDERICKSBURG, Virginia, affiliated with PBGH FINANCIAL ADVISORS, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
PBGH FINANCIAL ADVISORS, INC.
PBGH FINANCIAL ADVISORS, INC.
AUM
$135M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PBGH FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4460899
Firm CRD# 115013
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mensel David Dean offer?
Mensel David Dean specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FREDERICKSBURG, Virginia for a consultation.
What are Mensel David Dean's credentials?
Mensel David Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mensel David Dean located?
Mensel David Dean is based in FREDERICKSBURG, Virginia, working with PBGH FINANCIAL ADVISORS, INC.. Their office serves clients in the FREDERICKSBURG metropolitan area and surrounding communities.
How does Mensel David Dean charge for services?
Mensel David Dean's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PBGH FINANCIAL ADVISORS, INC.?
PBGH FINANCIAL ADVISORS, INC. has approximately 1 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FREDERICKSBURG
John Lewis Vincie — PBGH FINANCIAL ADVISORS, INC.Gregory Wayne Geisert — PBGH FINANCIAL ADVISORS, INC.Herman Walton Hale — PBGH FINANCIAL ADVISORS, INC.Daniel Blough Martin — PBGH FINANCIAL ADVISORS, INC.Sean Roger O'connell — PBGH FINANCIAL ADVISORS, INC.
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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