$1.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2004
- Office Locations
- 1
Office Locations
-- EL Cerrito CA
About Dabk Financial Planning Services
DABK Financial Planning Services is an independent RIA providing fiduciary, conflict-free financial planning delivered on an hourly or flat-fee basis. Led by a CFP® professional and NAPFA member, the firm focuses on helping clients align financial well-being with life goals and can share its ADV Part 2A on request. Investment implementation includes ETFs.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
17 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DARYOOSH KHALILOLLAHI MR.
Principal
- CRD
- #4827597
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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