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DMK ADVISOR GROUP, INC.

17961 Hunting Bow Circle
Suite 102
Lutz, Florida 33558
Tel: 813-996-6100

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About DMK ADVISOR GROUP, INC.

DMK ADVISOR GROUP, INC, formally registered with the SEC as DMK ADVISOR GROUP, INC. The firm was established in 06/03/2021. They have over 2 offices throughout the country.

DMK ADVISOR GROUP, INC. is a Lutz, Florida based Financial Planning firm with nearly $80,621,557 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 33 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#41067
SEC#801-121389
Assets Managed by Firm$80,621,557
No. of Clients462
No. of Advisors33

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total462$80,621,557
Individuals (other than high net worth individuals)252$32,979,660
High net worth individuals78$47,641,897

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