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DBD RETIREMENT AND FINANCIAL SERVICES

DBD RETIREMENT AND FINANCIAL SERVICES, LLC

CRD 328239 · SEC 801-129039

Visit website

VA, United States

Phone

703-791-5955

Fax

703-791-4091

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$133.7M

Discretionary AUM

$133.7M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals17$6.2M
High net worth individuals4$127.4M

States served

VA

All web addresses on file

Official SEC filing: View on IAPD