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| Happy Holidays!! thanks for using AUM13F!! |
| DMKC Advisory Services LLC
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| CRD # | 145112 |
| SEC # | 801-68395 |
| CIK # | 0001901337 |
| AUM | $668.7 M (2025-03-20) |
| Employees | 14 (64% Investors, 93% Brokers) |
| Phone | 515-221-1133 |
| Address | 3900 Ingersoll Avenue Des Moines, IA 50312 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.5 | ||
| Bank of America Corp /DE/ | 7.8 | ||
| Deere & Co | 6.5 | ||
| Wells Fargo & Co/MN | 6.5 | ||
| Principal Financial Group Inc | 6.4 | ||
| 3M Co | 5.6 | ||
| US Bancorp de | 5.4 | ||
| Emerson Electric Co | 4.7 | ||
| Caterpillar Inc | 4.5 | ||
| Cummins Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 65.1 |
| (b) Individuals (high net worth individuals) | 234 | 333.5 |
| (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 | 6.4 |
| (h) Charitable organizations | 20 | 240.5 |
| (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 | 23.0 |
| (n) Other | 0 | 0.0 |
| Total | 818 | 668.7 |
| By Discretionary | ||
| Discretionary | 809 | 560.6 |
| Non-Discretionary | 9 | 108.1 |
| Total | 818 | 668.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 668.7 | |
| Total | 818 | 668.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001901337] |
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|---|---|---|
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ALTI Wealth Management US International Inc
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FL | 0.7 |
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Newman Dignan & Sheerar Inc
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RI | 0.7 |
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PA | 0.7 |
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GA | 0.7 |
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Havenshare Financial LLC
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0.7 | |
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Wealth Management Partners LLC
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AZ | 0.7 |
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Global Financial Private Client LLC
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FL | 0.7 |
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Wealth Advisory Group Inc
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PA | 0.7 |
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Perennial Advisors LLC
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NY | 0.7 |