DMK Advisor Group, Inc.
Firm details
- Headquarters
- Lutz, Florida
- CRD number
- 41067
- Registered since
- June 3, 2021
- Website
- www.dmkadvisorgroup.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.71%
- Individuals38.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DMK Advisor Group, Inc. is a corporate-structured independent broker-dealer and insurance broker that provides financial planning and portfolio management primarily to individual and family clients. The firm is SEC-registered (since 2021) and owned by an individual. Its advisory work focuses on planning and discretionary portfolio management for individuals and small businesses, and it bills clients via a mix of percentage-of-assets and fixed fees. The firm does not position itself as a capital allocator or a multi-state adviser and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities20%
- Non-Exchange Traded Equities5%
- US Government Bonds5%
Owners & executives
3 of 5
Harold Schwartz
CEO & Chief Investment OfficerCRD 841225
Stephen Kohn
President, COOCRD 1267211
Peter Wyrough
CEOCRD 1291706
Contacts
3 of 36
Caleb Smith
Senior Vice President, Senior Client AdvisorCRD 5728866
James Donnelly
Investment Advisor RepresentativeCRD 5781822
Rodney Becker
Financial Planner & Investment Advisor RepresentativeCRD 5199495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lutz, FL
Hillsborough
Location
Lutz, FL
Headquartered in Lutz, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 17961 Hunting Bow Cir
- Time zone
- ET (UTC-5)
- Office locations
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