BDB Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 336541
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
BDB Wealth Advisors LLC is an independent, individual-owned registered investment adviser serving primarily individual and family clients. The firm offers a mix of financial planning and portfolio management services, covering individuals and small businesses as well as business or institutional accounts, and lists pension consulting among its advisory capabilities. Its fee models include asset-based fees, hourly charges, and fixed fees. BDB does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Brian Bordenkircher
Partner, CCOCRD 6141334
Danielle Bordenkircher
PartnerCRD 8085932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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