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Dmkc Advisory Services, LLC

● SEC registered since 2007CRD 145112SEC# 801-68395Des Moines, IA
Export (members)
Reg. AUM
$668.7M
Employees
14
Accounts
818
Location
Des Moines, IA

Dmkc Advisory Services, LLC assets under management

Dmkc Advisory Services, LLC is an SEC-registered investment adviser based in Des Moines, IA. The firm has been registered since 2007. It reports $668.7 million in regulatory assets under management and employs 14 people.
www.linkedin.com/company/d-m-kelly-&-company/aboutView on SEC.gov ↗

Dmkc Advisory Services, LLC owners & executives

5 reported
NameTitleOwnershipSince
D. M. Kelly & Company ControlOwnerOver 75%2007
Daniel Michael Kelly ControlPresident And Managing MemberUnder 5%2020
Kathleen Crichton Halliwell ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Dmkc Advisory Services, LLC manage?

Dmkc Advisory Services, LLC reports $668.7 million in regulatory assets under management on its Form ADV.

How many employees does Dmkc Advisory Services, LLC have?

Dmkc Advisory Services, LLC reports 14 employees.

Where is Dmkc Advisory Services, LLC located?

Dmkc Advisory Services, LLC is based in Des Moines, IA and has been SEC-registered since 2007.

Does Dmkc Advisory Services, LLC disclose fund performance?

Dmkc Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312
Phone515-221-1133
Fax515-221-1031
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$560.6M
Non-discretionary$108.1M
Total (RAUM)$668.7M