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Building 2DMK ADVISOR GROUP, INC.

Map pinLUTZ, FL
Phone813-996-6100
NotebookSEC #801-121389
Total AUM
$130.8M
Employees
38
Clients
515

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17961 HUNTING BOW CIRCLE
SUITE 102
LUTZ
FL 33558
United States
Operating Hours
8AM - 4:30PM ET
Monday - Friday
Phone
813-996-6100
Other Offices
1

ReceiptFinancials

Total AUM
$130.8M
Accounts
779
Discretionary
$130.8M
Accounts
779
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
412
AUM
$50.1M
HNW Individual Clients
103
AUM
$80.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKAZCACOCTFLGAIDILINKSLAMAMDMEMIMNMONCNDNENHNJNYOHORPRSCSDTNTXUTVAWAWI

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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