D
CRD: 328758
DBM Planning, LLC
Mt. Kisco, NY
6464523415
$14.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-2024
- Office Locations
- 1
Office Locations
-- Mt. Kisco NY
About DBM Planning, LLC
DBM Planning, LLC is a Mt. Kisco-based RIA. The firm has been operating for 2 years. Managing $14.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$880.0K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Harbor Harbor
Investment Themes
Element signal Signal legacy
Investment Vehicles
Timber signal
Services
Catalyst foundation Timber signal Insight peak Focus Pioneer Foundation optima
Owner & Executives
DAVID BENNO MENDELS
Chief Compliance Officer, Director of Planning
- CRD
- #2402542
- Ownership
- 75% or more
(669) 377-4872
focus.oak@valuecapital.com
in linkedin.com/in/ridge-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,079,941 | -- |
| Total | $14,079,941 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,079,941
Public Funds:
19.7% Cash:
30.0% Equity - OTC:
27.7% Equity - Exchange:
8.5% U.S. Government/Agency:
14.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,299,682,464 | 19.7% |
| Cash | $1,979,211,874 | 30.0% |
| Equity - OTC | $1,827,472,297 | 27.7% |
| Equity - Exchange | $560,776,698 | 8.5% |
| U.S. Government/Agency | $930,229,580 | 14.1% |
| Total | $6,597,372,913 | 100.0% |