DB ADVISORY AMERICA, LIMITED(LTD)
Firm details
- Headquarters
- New York, New York
- CRD number
- 313938
- Registered since
- June 21, 2021
- Custodians
- BANK OF HAWAII
- Fee structure
- Fixed Fees
- Client types
- Insurance Companies100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DB Advisory America, Limited is a corporation registered with the SEC in 2021 that provides portfolio management services to institutional clients. The firm operates under a fixed-fee arrangement and primarily serves business and institutional mandates rather than retail households. It reports an ownership structure tied to a foreign entity and an individual and identifies an affiliation with an insurance company. DB Advisory America does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Investment Grade Corp Bonds40%
- Private Funds30%
- US Government Bonds27%
- State & Local Bonds3%
Contacts
2 of 2Kyung-suk Juhn
Investment Advisor RepresentativeCRD 7824020
Yong Ook Park
PresidentCRD 7375684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 551 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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