D.L. Blain & Co., LLC is an adviser based in New Bern. It manages $68.05 million of regulatory assets for 302 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Georgia, North Carolina, and Texas.
D.L. Blain & Co. provides financial planning services, portfolio management for individuals and small businesses, and wealth planning/ consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of D.L. Blain & Co., LLC is $68.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay D.L. Blain & Co., LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where D.L. Blain & Co., LLC performs its advisory services is located at 2131 S Glenburnie Road, New Bern, NC 28562 The mailing address of the firm is Po Box 13845, New Bern, NC 28561. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 252-633-0107 or by fax 252-633-3917. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.dlblain.com.