Overview
Assets Under Management: $563 million
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 234
Average Client Assets: $1 million
Frequently Asked Questions
DMKC ADVISORY SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145112), DMKC ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
DMKC ADVISORY SERVICES, LLC is headquartered in DES MOINES, IA.
DMKC ADVISORY SERVICES, LLC serves 234 high-net-worth clients according to their SEC filing dated October 01, 2024. View client details ↓
According to their SEC Form ADV, DMKC ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DMKC ADVISORY SERVICES, LLC manages $563 million in client assets according to their SEC filing dated October 01, 2024.
According to their SEC Form ADV, DMKC ADVISORY SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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