CDB Advisory & Consulting
Firm details
- Headquarters
- ,
- CRD number
- 314797
- Registered since
- June 4, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
CDB Advisory & Consulting is a small, independent registered investment advisor organized as a sole proprietorship and SEC‑registered in 2021. The firm serves individuals and families and bills clients on a percentage‑of‑assets basis. Its advisory scope, as reported, centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. The firm is not positioned as a capital allocator, does not report active ESG investing, and is not registered as a multi‑state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds92%
- Exchange Traded Equities5%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Christine Blanchard
Chief Compliance OfficerCRD 2125084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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