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 an institutional registered investment adviser formed in 2021 that provides portfolio management services for business and institutional clients. The firm operates under a fixed-fee structure and reports an institutional client base. It is owned by a combination of foreign entity and individual interests and is not structured as a capital allocator; its regulatory filings also indicate it does not market itself as an ESG investor, pension consultant, or 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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