DMK Advisor Group, Inc.

Overview

DMK Advisor Group, Inc. is an individual-owned corporation operating as an independent broker-dealer and insurance broker. The firm is SEC-registered (2021) and directs its advisory services to individual and family clients, with a primary focus on financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM and fixed fees, and the firm performs both brokerage and advisory activities rather than acting as a capital allocator. The firm does not identify as an active ESG investor and is not designated as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices