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Daniel Miladinovich

DKM WEALTH MANAGEMENT, INC.·STOCKTON, California
Clean recordDKM WEALTH MANAGEMENT, INC.
10100 TRINITY PARKWAY, STOCKTON, CA 95219CRD# 6386301Firm CRD# 316778

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Miladinovich · STOCKTON, CA
Registration
CRD #6386301 · DKM WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Miladinovich is a registered financial advisor based in STOCKTON, California, affiliated with DKM WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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Firm Overview

Firm
DKM WEALTH MANAGEMENT, INC.
DKM WEALTH MANAGEMENT, INC.
AUM
$216M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DKM WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6386301
Firm CRD# 316778
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Miladinovich offer?
Daniel Miladinovich specializes in Financial Planning, Investment Management. Contact their office in STOCKTON, California for a consultation.
What are Daniel Miladinovich's credentials?
Daniel Miladinovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Miladinovich located?
Daniel Miladinovich is based in STOCKTON, California, working with DKM WEALTH MANAGEMENT, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.
How does Daniel Miladinovich charge for services?
Daniel Miladinovich's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DKM WEALTH MANAGEMENT, INC.?
DKM WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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