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DB WEALTH MANAGEMENT GROUP, LLC
DB WEALTH MANAGEMENT GROUP, LLC
SAN DIEGO, California
·
2 registered advisors
·
CRD# 135317
SEC# 801-110019
0
619.497.0404
01
Firm Overview
AUM
$213M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at DB WEALTH MANAGEMENT GROUP, LLC
2 registered advisors
Jeanne Ann Bradfordodorico
SAN DIEGO, California
CRD# 1258060
Michael Kevin Donohue
SAN DIEGO, California
CRD# 1719933
05
Office Locations
SAN DIEGO, California
2 advisors
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Data sourced from SEC Form ADV filings. DB WEALTH MANAGEMENT GROUP, LLC (CRD# 135317) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.