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 registered investment advisor organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides a blend of financial planning and portfolio management services. Its advisory scope, per filings, includes planning and discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. Fee arrangements are flexible and include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm is affiliated with an insurance company and is not identified as an active ESG investor.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities45%
- 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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