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Home > Retirement Planners > iowa > des moines > DMKC ADVISORY SERVICES, LLC
DMKC ADVISORY SERVICES, LLC
3900 Ingersoll Avenue
Suite 300
Des Moines, Iowa 50312
Tel: 515-221-1133
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 Status | Approved |
|---|---|
| Firm CRD# | 145112 |
| SEC# | 801-68395 |
| Assets Managed by Firm | $562,510,319 |
| No. of Clients | 748 |
| No. of Advisors | 14 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 748 | $562,510,319 |
| Individuals (other than high net worth individuals) | 193 | $49,989,405 |
| High net worth individuals | 233 | $275,383,343 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,542,355 |
| Charitable organizations | 20 | $212,427,326 |
| Corporations or other businesses | Fewer than 5 clients | $20,167,890 |
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|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
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| $11,358,738,764 | 8 | 15 |
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