DERKS FINANCIAL, LLC
Firm details
- Headquarters
- LEE'S SUMMIT, Missouri
- CRD number
- 315032
- Website
- ravennacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals77.5%
- HNWI18.75%
- Corporations / Businesses3.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Derks Financial, LLC is a privately held limited liability company that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm charges a percentage-of-assets fee and reports managing portfolios on a discretionary basis. It lists an insurance company affiliation and does not identify itself as a multi-state adviser, pension consultant, capital allocator, or an ESG-focused manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities70%
- Exchange Traded Equities30%
Contacts
2 of 2RYAN DERKS
Tax & Accounting ConsultantCRD 5751523
CHELSEA Hatchel
Investment Adviser RepresentativeCRD 6424238
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEE'S SUMMIT, MO
JACKSON
Location
LEE'S SUMMIT, MO
Headquartered in LEE'S SUMMIT, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JACKSON
- Address
- 4959 NE Goodview Cir
- Time zone
- CT (UTC-6)
- Office locations
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