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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
About DBD Retirement AND Financial Services
DBD Retirement & Financial Services, LLC is an SEC-registered RIA in Manassas, VA led by Ray DiFilippo. The firm provides financial planning and investment management spanning retirement, estate, tax and insurance needs, with dedicated support for federal employees as well as business owners and families. Implementation uses ETFs and fixed income (including municipals), with custody relationships including Schwab and Fidelity/NFS.
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Owner & Executives
Denise DiFilippo
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Raymond T Difilippo
Chief Compliance Officer, President
- CRD
- #7025249
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,657,020 | $3,612,352 |
| Non-Discretionary | $0 | -- |
| Total | $133,657,020 | $3,612,352 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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