CDB Advisory & Consulting
RIAState Registered
Total AUM
$25.2M
Discretionary
$25.2M
100% of AUM
Avg account
$1.5M
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 314797
- Registered since
- June 4, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
CDB Advisory & Consulting is a California-based, sole-proprietor independent RIA that serves individual and family clients. The adviser is newly formed and operates under an AUM-based fee model (percentage of assets under management). Its core advisory services are financial planning plus portfolio management for individuals/small businesses and for business or institutional clients. The firm reports no focus on ESG investing and is not a capital allocator.
Assets & Accounts
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
- US Government Bonds92%
- Exchange Traded Equities5%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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