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Dwm Financial Group, Inc.

● SEC registered since 2017CRD 111594SEC# 801-110527Palatine, IL
Export (members)
Reg. AUM
$252.1M
Employees
6
Accounts
768
Location
Palatine, IL

Dwm Financial Group, Inc. assets under management

Dwm Financial Group, Inc. operates as an SEC-registered investment adviser based in Palatine, IL. The firm has been registered since 2017. It reports $252.1 million in regulatory assets under management and employs 6 people.
dwmgmt.comView on SEC.gov ↗

Dwm Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brett Marriott Detterbeck ControlPresident, Coo, Chief Compliance Officer, Portfolio Manager25-50%2004
Lester George Detterbeck ControlChairman Of The Board, Secretary, Treasurer, Advisory Rep.50-75%2004

Frequently asked questions

How much does Dwm Financial Group, Inc. manage?

Dwm Financial Group, Inc. reports $252.1 million in regulatory assets under management on its Form ADV.

How many employees does Dwm Financial Group, Inc. have?

Dwm Financial Group, Inc. reports 6 employees.

Where is Dwm Financial Group, Inc. located?

Dwm Financial Group, Inc. is based in Palatine, IL and has been SEC-registered since 2017.

Does Dwm Financial Group, Inc. disclose fund performance?

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

Contact & registration

Address110 N. Brockway, Suite 330, Palatine, IL 60067
Phone847-934-6262
Fax847-934-5495
Office hours8:30a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$236.6M
Non-discretionary$15.6M
Total (RAUM)$252.1M