← Back to searchVisit website
DBS INVESTMENT ADVISERS, LLC
CRD 123283 · SEC 801-116815
1484 STRAITS DRIVE, SUITE 6, BAY CITY, MI, 48706, United States
Phone
989-686-6222
Fax
989-686-5380
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$280.2M
Discretionary AUM
$280.2M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; SHARE IN THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 488 | $50.2M |
| High net worth individuals | 35 | $106.6M |
| Pension/profit sharing plans | 68 | $123.2M |
States served
GA, IN, MI, NJ, OH, TX
All web addresses on file
Official SEC filing: View on IAPD