Assets Under Management
$829.8M
Number of Clients
768
Number of Advisors
15
Average Client AUM
$1.1M
AUM per Advisor
$55.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
DBR provides financial planning, consulting, and investment management services. They manage client investment portfolios, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. DBR tailors services to individual client needs, considering risk tolerance and time horizon. They also offer institutional advisory and retirement plan services.
436 Seventh Avenue, Suite 2800, Pittsburgh, PA, 15219