Db Financial Management, Inc.

Db Financial Management, Inc. (CRD# 112107) is a financial advisory firm headquartered in Stateline, NV. They manage $34,912,536 in 38 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $918,751
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV, TX

Financial Advisors at Db Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Neil Spellman
CRD#: 705938
1011 Skyland Drive, Zephyr Cove, NV 89448
93
Wealthminder
score

Neil Spellman (CRD# 705938) is an Investment Advisor Representative working at Db Financial Management, Inc. in Zephyr Cove, NV and has over 34 years of experience in the finance industry.

2
Donald C. Blough
CRD#: 2749966
Escondido, CA
87
Wealthminder
score

Donald Blough (CRD# 2749966) is an Investment Advisor Representative working at Db Financial Management, Inc. in Escondido, CA and has 1 year of experience in the finance industry.

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