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Harold Alan Schwartz

DMK ADVISOR GROUP, INC.·LUTZ, Florida
Unclaimed Profile
17961 HUNTING BOW CIRCLE, LUTZ, FL 33558CRD# 841225Firm CRD# 41067
01

About

Harold Alan Schwartz is a registered financial advisor based in LUTZ, Florida, affiliated with DMK ADVISOR GROUP, 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
03

Firm Overview

Firm
DMK ADVISOR GROUP, INC.
DMK ADVISOR GROUP, INC.
AUM
$81M
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at DMK ADVISOR GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 841225
Firm CRD# 41067
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harold Alan Schwartz offer?
Harold Alan Schwartz specializes in Financial Planning, Investment Management. Contact their office in LUTZ, Florida for a consultation.
What are Harold Alan Schwartz's credentials?
Harold Alan Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harold Alan Schwartz located?
Harold Alan Schwartz is based in LUTZ, Florida, working with DMK ADVISOR GROUP, INC.. Their office serves clients in the LUTZ metropolitan area and surrounding communities.
How does Harold Alan Schwartz charge for services?
Harold Alan Schwartz'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 DMK ADVISOR GROUP, INC.?
DMK ADVISOR GROUP, INC. has approximately 33 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LUTZ
Robert Bruce Garey — TAMPA ASSET MANAGEMENT, LLCTerri Joyce Garey — TAMPA ASSET MANAGEMENT, LLCErin Elaine Baskett — DMK ADVISOR GROUP, INC.Charles Carmen Carnevale — EDMP, INC.Barry Julian Grosman — DMK ADVISOR GROUP, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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