DBK Financial Counsel is an investment advisor in Cuyahoga Falls with $111.20 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
464719942
SEC advisor number
801-123343
FINRA CRD number
170688
AUM ?
$134.27 mm
(as of 22 Feb 24)
Accounts
169
(as of 22 Feb 24)
Employees
3
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
6 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22