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Harold Alan Schwartz

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Harold Alan Schwartz · LUTZ, FL
Registration
CRD #841225 · DMK ADVISOR GROUP, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
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
Introduction

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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
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 at DMK ADVISOR GROUP, INC.

Barry Julian Grosman
LUTZ, FL
Erin Elaine Baskett
LUTZ, FL
Janak R Desai
LUTZ, FL
John David Ohman
LUTZ, FL
John Edgar Morrill
LAKEWOOD, CO
Nicole Schmidt Slack
LAKEWOOD, CO

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