Dmk Advisor Group, Inc
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Overview
Dmk Advisor Group, Inc is a financial advisor company headquartered in Lutz, Florida. The company handles $61.9 million in assets under management across 436 customer accounts. The company has an average-sized team, including 35 financial advisors. Dmk Advisor Group, Inc is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like options, bonds and equities.
Dmk Advisor Group, Inc oversees 413 of its accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction judgments for the client's account without needing client authorization. The firm also administers 23 non-discretionary accounts totaling $5.2 million in AUM. The investment advisory firm manages about $142,045 in assets for each customer account. An average financial advisor at Dmk Advisor Group, Inc manages around 12 client accounts, making it one of the more personalized firms in the country.
The company's main office is at 17961 Hunting Bow Circle, Lutz, Florida 33558. The firm is legally registered to serve investors across 21 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Dmk Advisor Group, Inc by the Numbers
$61.9 million
42
436
$142.0 thousand
Products and Services
Services provided by Dmk Advisor Group, Inc can include financial planning services and portfolio management for individuals and small businesses. In the last financial year, Dmk Advisor Group, Inc provided financial planning services to 1-10 of its customers. It does not sell products or offer services aside from investment advisory services to its investment advisory clients. The firm is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually are based on the services provided. However, fees billed by the company can include some combination of the following fee structures: asset-based or fixed. Dmk Advisor Group, Inc does participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors and high net worth investors. Out of its 436 accounts, Dmk Advisor Group, Inc's largest client type is retail investors, but it also manages money for nine high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 2.06%
- Other Individuals - 97.94%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Dmk Advisor Group, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Dmk Advisor Group, Inc
Annapolis, MD
Englewood, CO
Lutz, FL
Denver, CO
Lutz, FL
Lutz, FL
Kearney, MO
Excelsior Springs, MO
Mcminnville, TN
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