Tech stack
No one at Double Bay Management & Planning 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
Schwab
Per Form ADV · $87M held · filed Mar 2024
A
Ascensus Broker Dealer Services, LLC
Per Form ADV · $12M held · filed Mar 2024