Invested Better
Unclaimed

Unclaimed

Unclaimed

DCA Family Office, LLC

Headquartered in ROSEVILLE, CA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

DCA Family Office, LLC is a registered investment advisor headquartered in Roseville, California. The firm provides family office services, including selection of other advisors and portfolio management for businesses. DCA Family Office, LLC manages $138,510,973 in assets for 1 client, which is a corporation or other business.

DCA Family Office, LLC

3721 DOUGLAS BLVD

ROSEVILLE, CA 95661

$138.51M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

DCA FAMILY OFFICE, LLC has a total of 2 branch locations across the country.

Advisors at DCA Family Office, LLC

View All 5 Advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if DCA Family Office, LLC is right for you?

Disclosures

There are no public disclosures for DCA Family Office, LLC.

Frequently Asked Questions (5)

Not sure if DCA Family Office, LLC is right for you?