AdvisorOS Directory
Claim Profile
JP

Jorge Ramon Perez

DMK ADVISOR GROUP, INC.·LUTZ, Florida
Unclaimed Profile
17961 HUNTING BOW CIRCLE, LUTZ, FL 33558CRD# 2253547Firm CRD# 41067
01

About

Jorge Ramon Perez 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# 2253547
Firm CRD# 41067
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LUTZ?

Browse all registered financial advisors in LUTZ, Florida or claim this profile if it's yours.

Browse LUTZ AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jorge Ramon Perez offer?
Jorge Ramon Perez specializes in Financial Planning, Investment Management. Contact their office in LUTZ, Florida for a consultation.
What are Jorge Ramon Perez's credentials?
Jorge Ramon Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jorge Ramon Perez located?
Jorge Ramon Perez 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 Jorge Ramon Perez charge for services?
Jorge Ramon Perez'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile