| Name | Title | Ownership | Since |
|---|---|---|---|
| Denise Difilippo Control | Owner | 50-75% | 2023 |
| Raymond T Difilippo Control | President And Chief Compliance Officer | 50-75% | 2023 |
Dbd Retirement and Financial Services, LLC reports $133.9 million in regulatory assets under management on its Form ADV.
Dbd Retirement and Financial Services, LLC reports 1 employees.
Dbd Retirement and Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 703-791-5955 |
| Fax | 703-791-4091 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $133.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $133.9M |