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DMKC ADVISORY SERVICES, LLC

3900 Ingersoll Avenue
Suite 300
Des Moines, Iowa 50312
Tel: 515-221-1133

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About DMKC ADVISORY SERVICES, LLC

DMKC ADVISORY SERVICES, LLC, formally registered with the SEC as DMKC ADVISORY SERVICES, LLC. The firm was established in 09/28/2007. They have over 1 offices throughout the country.

DMKC ADVISORY SERVICES, LLC is a Des Moines, Iowa based Financial Planning firm with nearly $562,510,319 assets under management, offering retirement planning & investment advisory services to 748 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145112
SEC#801-68395
Assets Managed by Firm$562,510,319
No. of Clients748
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total748$562,510,319
Individuals (other than high net worth individuals)193$49,989,405
High net worth individuals233$275,383,343
Pension and profit sharing plansFewer than 5 clients$4,542,355
Charitable organizations20$212,427,326
Corporations or other businessesFewer than 5 clients$20,167,890

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