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⚲
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| DMK Advisor Group Inc
✚
| |
|---|---|
| CRD # | 41067 |
| SEC # | 801-121389 |
| CIK # | |
| AUM | $80.6 MM (2024-08-28) |
| Employees | 33 (76% Investors, 100% Brokers) |
| Phone | 813-996-6100 |
| Address | 17961 Hunting Bow Circle Lutz, FL 33558 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 33.0 |
| (b) Individuals (high net worth individuals) | 78 | 47.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 462 | 80.6 |
| By Discretionary | ||
| Discretionary | 455 | 80.5 |
| Non-Discretionary | 7 | 0.2 |
| Total | 462 | 80.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 80.6 | |
| Total | 462 | 80.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wellington-Altus USA Inc
✚
|
0.1 | |
|
Milagre Wealth Management Inc
✚
|
NY | 0.1 |
|
Craft Asset Management LLC
✚
|
FL | 0.1 |
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 0.1 |
|
White Lighthouse Investment Management SARL
✚
|
0.1 | |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
Cypress Capital Management US Limited
✚
|
0.1 | |
|
Federmann Financial Advisors Inc
✚
|
NY | 0.1 |
|
Buckram Securities Ltd
✚
|
NY | 0.1 |
|
Londinium Asset Management Ltd
✚
|
0.1 |