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 corporation operating as an independent broker-dealer and insurance broker that registered with the SEC in 2021. The firm is owner-operated and focuses on individual and family clients, delivering financial planning and portfolio management services for individuals and small businesses. Its compensation combines asset-based fees and fixed fees, and the firm acts in both brokerage and advisory capacities rather than as a capital allocator. The firm reports it is not an active ESG investor and is not designated as a multi-state adviser or pension consultant in its filings. Its advisory scope is centered on retail clients and incorporates insurance products alongside investment management.
Assets & Accounts
Public Holdings
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 4STEPHEN KOHN
President, COOCRD 1267211
PETER WYROUGH
CEOCRD 1291706
Donald Paracca
CEO and PresidentCRD 7812325
Contacts
3 of 37ALAN WOOLEVER
Insurance AgentCRD 1445680
HANNAH STANLEY
Founder & PrincipalCRD 6636772
COLIN MACLEOD
Investment Adviser RepresentativeCRD 6220095
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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