Dbd Retirement And Financial Services
Dbd Retirement And Financial Services is an SEC-registered ria with $133.7M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Dbd Retirement And Financial Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328239, SEC 801-129039, data through 2026-01-12.
- AUM (assets under management / regulatory AUM)
- $133.7M (2026-01-12)
- Firm type
- Ria
- Employees
- 1
- Clients
- 21
- CRD
- 328239
- Ownership
- Difilippo, Raymond, T; DiFilippo, Denise
How much AUM does Dbd Retirement And Financial Services have?
Dbd Retirement And Financial Services reported $133.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-12).
Who owns Dbd Retirement And Financial Services?
Disclosed owners and executives of Dbd Retirement And Financial Services include Difilippo, Raymond, T, DiFilippo, Denise. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.