1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DMKC ADVISORY SERVICES, LLC

Map pinDES MOINES, IA
Phone515-221-1133
NotebookSEC #801-68395
Total AUM
$902.5M
Employees
13
Clients
502

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3900 INGERSOLL AVENUE
SUITE 300
DES MOINES
IA 50312
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
515-221-1133

ReceiptFinancials

Total AUM
$902.5M
Accounts
946
Discretionary
$781.8M
Accounts
933
Non-Discretionary
$120.7M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
219
AUM
$94.2M
HNW Individual Clients
254
AUM
$428.6M
Pension/Profit Sharing Plan Clients
1
AUM
$8.5M
Charitable Organization Clients
27
AUM
$277.2M
Corporation or Business Clients
1
AUM
$94.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAIDILKSMIMNMOMTNEOHSDTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account