|
⚲
|
| DWM Financial Group Inc
✚
| |
|---|---|
| CRD # | 111594 |
| SEC # | 801-110527 |
| CIK # | 0001759545 |
| AUM | $223.7 MM (2024-07-08) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 847-934-6262 |
| Address | 110 N Brockway Palatine, IL 60067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 32.2 |
| (b) Individuals (high net worth individuals) | 76 | 191.5 |
| (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 | 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 | 703 | 223.7 |
| By Discretionary | ||
| Discretionary | 628 | 204.6 |
| Non-Discretionary | 75 | 19.1 |
| Total | 703 | 223.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.7 | |
| Total | 703 | 223.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001759545] |
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|---|---|---|
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0.2 | |
|
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CA | 0.2 |
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|
CA | 0.2 |
|
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|
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