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Home > Retirement Planners > florida > lutz > DMK ADVISOR GROUP, INC.
DMK ADVISOR GROUP, INC.
17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
Tel: 813-996-6100
About DMK ADVISOR GROUP, INC.
DMK ADVISOR GROUP, INC, formally registered with the SEC as DMK ADVISOR GROUP, INC. The firm was established in 06/03/2021. They have over 2 offices throughout the country.
DMK ADVISOR GROUP, INC. is a Lutz, Florida based Financial Planning firm with nearly $80,621,557 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 33 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 41067 |
| SEC# | 801-121389 |
| Assets Managed by Firm | $80,621,557 |
| No. of Clients | 462 |
| No. of Advisors | 33 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 462 | $80,621,557 |
| Individuals (other than high net worth individuals) | 252 | $32,979,660 |
| High net worth individuals | 78 | $47,641,897 |
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|---|---|---|---|
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