DBM ADVISORS, LLC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 293138
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dbm Advisors, LLC operates as a limited liability company focused on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm is registered as a representative of a broker-dealer, which allows it to engage in various investment activities while offering advisory services. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Contacts
2 of 2CHARLES BURKES
Financial AdvisorCRD 5631074
NICHOLAS DUTHIE
Investment Adviser RepresentativeCRD 5870451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 101 Park Ave
- Time zone
- CT (UTC-6)
- Office locations
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