Denby Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 172764
- Website
- denbyfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Denby Financial Services, LLC is an independent registered investment advisor that focuses on providing financial planning and portfolio management services primarily to individuals and families. The firm operates as a limited liability company and is owned by an individual. Denby Financial Services is not classified as a capital allocator and does not engage in pension consulting or related advisory activities. The firm’s fee structure includes a percentage of assets under management, hourly charges, and fixed fees. Denby Financial Services does not actively pursue ESG investments and is not 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
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents9%
Contacts
1 of 1
James Denby
Managing MemberCRD 6384952
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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