DMKC ADVISORY SERVICES, LLC
Firm details
- Headquarters
- DES MOINES, Iowa
- CRD number
- 145112
- Registered since
- September 28, 2007
- Website
- www.dmkc.com
- Custodians
- FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI47.49%
- Charitable Organizations30.71%
- Individuals10.43%
- Corporations / Businesses10.43%
- Pension & Profit Sharing Plans0.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dmkc Advisory Services, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2007. The firm serves both individual and family clients as well as institutional customers, offering financial planning and portfolio management for individuals, small businesses, and institutions. It charges clients on a percentage-of-assets basis and also uses hourly billing for some work. The firm is affiliated with a broker-dealer and is not positioned as a capital allocator or pension consultant. Dmkc does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds67%
- Exchange Traded Equities18%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
Owners & executives
2 of 2DANIEL KELLY
President, CEOCRD 266912
KATHLEEN HALLIWELL
Chief Compliance OfficerCRD 1216284
Contacts
3 of 10DAVID HAAS
Investement Advisor RepresentativeCRD 5599596
Andrew Harrison
Registered RepresentativeCRD 6279956
DANIEL KELLY
PresidentCRD 4751840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$80.1M in ETFs
80%
$64M
5%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $10.9M | 354,387 | 13.57% |
Location
DES MOINES, IA
POLK
Location
DES MOINES, IA
Headquartered in DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 3900 Ingersoll Ave
- Time zone
- CT (UTC-6)
- Office locations
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