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Dmk Advisor Group, Inc.

● SEC registered since 2021CRD 41067SEC# 801-121389Lutz, FL
Export (members)
Reg. AUM
$84.5M
Employees
42
Accounts
469
Location
Lutz, FL

Dmk Advisor Group, Inc. assets under management

Dmk Advisor Group, Inc. is a registered investment adviser overseen by the SEC based in Lutz, FL. The firm has been registered since 2021. It reports $84.5 million in regulatory assets under management and employs 42 people.

Dmk Advisor Group, Inc. owners & executives

10 reported
NameTitleOwnershipSince
Barry Julian GrosmanDirectorUnder 5%2024
Erin Elaine BaskettChief Compliance OfficerUnder 5%2022
Harold Alan SchwartzCeo/Principal10-25%2020
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Frequently asked questions

How much does Dmk Advisor Group, Inc. manage?

Dmk Advisor Group, Inc. reports $84.5 million in regulatory assets under management on its Form ADV.

How many employees does Dmk Advisor Group, Inc. have?

Dmk Advisor Group, Inc. reports 42 employees.

Where is Dmk Advisor Group, Inc. located?

Dmk Advisor Group, Inc. is based in Lutz, FL and has been SEC-registered since 2021.

Does Dmk Advisor Group, Inc. disclose fund performance?

Dmk Advisor Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17961 Hunting Bow Circle, Suite 102, Lutz, FL 33558
Phone813-996-6100
Fax813-996-6117
Office hours8a.m. - 4:30p.m. Et
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$84.5M
Non-discretionary$0
Total (RAUM)$84.5M