D
CRD: 169069
DB Asset MANAGEMENT,LLC.
Sarasota, FL
9084005060
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2013
- Office Locations
- 1
Office Locations
-- Sarasota FL
About DB Asset MANAGEMENT,LLC.
DB Asset MANAGEMENT,LLC. is a Sarasota-based RIA. The firm has been operating for 12 years. Managing $9.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$9.0M AVG AUM / ADVISOR
$281.3K AVG AUM / CLIENT
12.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Atlas foundation Frontier quantum
Investment Themes
Optima meridian
Investment Vehicles
Vector
Services
Element signal Frontier vital Oak meridian
Owner & Executives
D
DOUGLAS JAMES BRADY
Owner
- CRD
- #6250733
- Ownership
- 75% or more
(969) 378-4481
prime.vital@beaconcapital.com
in linkedin.com/in/fusion-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
13.1% Public Funds:
49.2% Cash:
37.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $141,466,641 | 13.1% |
| Public Funds | $531,309,828 | 49.2% |
| Cash | $407,121,556 | 37.7% |
| Total | $1,079,898,025 | 100.0% |