Derks Financial, LLC

Overview

Derks Financial, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm serves both individual and family clients as well as some institutional relationships, focusing on portfolio management for individuals and small businesses. Its client fee model is asset-based (percentage of AUM). The firm does not identify itself as an active ESG investor, does not act as a capital allocator to external managers, and is not described as a multi-state or newly formed adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices