DBM Advisors, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 293138
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DBM Advisors, LLC operates as a small advisory firm and registered representative of a broker-dealer. The firm charges fees as a percentage of assets under management and focuses its advisory services on financial planning and portfolio management for individuals and small businesses. Ownership is structured as a combination of a domestic entity and an individual. DBM Advisors reports it is not an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant.
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
Contacts
2 of 2Charles Burkes
Financial AdvisorCRD 5631074
Nicholas Duthie
Investment Adviser RepresentativeCRD 5870451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 101 Park Ave
- Time zone
- CT (UTC-6)
- Office locations
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