Tech stack
No one at Dbs Investment Advisers, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $141M held · filed Nov 2024
A
Ascensus Trust
Per Form ADV · $52M held · filed Nov 2024
Schwab
Per Form ADV · $25M held · filed Nov 2024
Empower
Per Form ADV · $4M held · filed Nov 2024
L
Lincoln National Corporation
Per Form ADV · $3M held · filed Nov 2024
C
Capitol Group - American Funds
Per Form ADV · $2M held · filed Nov 2024
J
John Hancock
Per Form ADV · $936K held · filed Nov 2024
N
Newport Trust Company
Per Form ADV · $379K held · filed Nov 2024