Overview
Assets Under Management: $563 million
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 234
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 234
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.88
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 748
Discretionary Accounts: 738
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 145112
Last Filing Date: 2024-10-01 00:00:00
Website: https://dmkc.com