DABK FINANCIAL PLANNING SERVICES

DABK FINANCIAL PLANNING SERVICES is an SEC-registered investment adviser (CRD 132234). Regulatory assets under management: $1.0M.

Registration

• CRD: 132234
• Type: Registered investment adviser
• Phone: 510-558-9208
• Latest filing: 2026-01-09
• Regulatory AUM: $1.0M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132234 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search