Db2 Investment Advisory Services Inc. is an adviser based in Marvin. It manages $1 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010.
Db2 Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Db2 Investment Advisory Services Inc. is $1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Db2 Investment Advisory Services Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Db2 Investment Advisory Services Inc. performs its advisory services is located at 2304 Carson Drive, Marvin, NC 28209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704 458-3296 or by fax 704 529-1560. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday.