Cdb Advisory & Consulting
Cdb Advisory & Consulting (CRD# 314797) is a financial advisory firm headquartered in , . They manage $26,223,931 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cdb Advisory & Consulting
By the Numbers
-
Total Assets Under Management26MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$1,311,197
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Cdb Advisory & Consulting
1
Christine Blanchard (CRD# 2125084) is an Investment Advisor Representative working at Cdb Advisory & Consulting in Irvine, CA and has over 28 years of experience in the finance industry.
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