DBS INVESTMENT ADVISERS, LLC
Bay City, MI
AUM
$280.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
989-686-6222
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MI, BAY CITY
4 advisers found
PROFESSIONAL ANALYSTS, LLC
Bay City, MI
AUM
$37.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
989-922-5564
RECKER FINANCIAL LLC
Bay City, MI
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
989-214-0120
AUM
$6.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
989-327-9660
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