


DBK Financial Counsel Revenue
Investment Management • Cuyahoga Falls, Ohio, United States • 1-10 Employees
DBK Financial Counsel revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at DBK Financial Counsel
Dori Torrens
Director Of Operations
Company overview
| Headquarters | 198 West Portage Trail Extension, Suite 105, Cuyahoga Falls, Ohio 44223, US |
| Phone number | +13309233038 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Tax Planning, Retirement Planning, Estate Planning, Investment Management |
| Employees | 1-10 |
| Socials |
DBK Financial Counsel Email Formats
DBK Financial Counsel uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@dbkfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@dbkfinancial.com | 100% |
About DBK Financial Counsel
DBK Financial is a fee-only firm providing private wealth management services to high-net-worth individuals and families. With over 20 years of professional wealth management experience, we help investors manage their wealth using a prudent investment approach founded in academic research. Our goal is to provide clients with exceptional experience and resources combined with independent and objective advise. We believe capital markets are priced efficiently and therefore, attempts at stock picking and market timing are misguided. We believe the best way to invest is to capture market returns through proper globally diversified asset allocation and a low-cost indexed investment strategy.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
DBK Financial Counsel has never raised funding before.
DBK Financial Counsel Tech Stack
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Frequently asked questions
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