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Stephen Alan Kohn

DMK ADVISOR GROUP, INC.·LUTZ, Florida
Unclaimed Profile
17961 HUNTING BOW CIRCLE, LUTZ, FL 33558CRD# 1267211Firm CRD# 41067
01

About

Stephen Alan Kohn 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# 1267211
Firm CRD# 41067
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Alan Kohn offer?
Stephen Alan Kohn specializes in Financial Planning, Investment Management. Contact their office in LUTZ, Florida for a consultation.
What are Stephen Alan Kohn's credentials?
Stephen Alan Kohn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Alan Kohn located?
Stephen Alan Kohn 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 Stephen Alan Kohn charge for services?
Stephen Alan Kohn'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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