Derbend Asset Management
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Overview
Derbend Asset Management operates as a financial advisor firm located in Peachtree City, Georgia. It has $192.6 million in total assets across 507 client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small group, including 4 financial advisors. Derbend Asset Management is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like bonds, options and equities.
Derbend Asset Management manages the majority of the company's client assets in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without needing the customer's approval. Derbend Asset Management also has three non-discretionary accounts totaling $1.3 million in AUM. Derbend Asset Management's typical account size is $379,935. The typical financial advisor at Derbend Asset Management manages about 127 client accounts.
The company's central office is located at 525 Clubhouse Drive, Peachtree City, Georgia 30269. The company is legally allowed to serve customers throughout a few states, including Florida, Georgia, Louisiana, Nebraska, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Derbend Asset Management by the Numbers

$192.6 million

6

507

$379.9 thousand
Fee Structure
Fees for financial advice depend on the financial services offered. However, fees charged by the firm typically consist of the following fee type: asset-based. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Derbend Asset Management provides services to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 507 accounts, Derbend Asset Management's largest client group by number of accounts is retail investors, but it also serves 55 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 10.91%
- Other Individuals - 86.71%
- Corporations - 1.98%
- Charitable Organizations - 0.4%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Derbend Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Derbend Asset Management
Peachtree City, GA
Peachtree City, GA
Peachtree City, GA
Peachtree City, GA
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