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Christine Marchesi Rudicile

DISCRETIONARY MANAGEMENT SERVICES, LLC·MERRIAM, Kansas
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6700 ANTIOCH ROAD, MERRIAM, KS 66204-1497CRD# 4379323Firm CRD# 145851
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About

Christine Marchesi Rudicile is a registered financial advisor based in MERRIAM, Kansas, affiliated with DISCRETIONARY MANAGEMENT SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DISCRETIONARY MANAGEMENT SERVICES, LLC
DEMARCHE
AUM
$213M
Regulatory assets under management
Employees
27
Total firm employees
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4379323
Firm CRD# 145851
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christine Marchesi Rudicile offer?
Christine Marchesi Rudicile specializes in Retirement Planning, Wealth Management. Contact their office in MERRIAM, Kansas for a consultation.
What are Christine Marchesi Rudicile's credentials?
Christine Marchesi Rudicile is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christine Marchesi Rudicile located?
Christine Marchesi Rudicile is based in MERRIAM, Kansas, working with DISCRETIONARY MANAGEMENT SERVICES, LLC. Their office serves clients in the MERRIAM metropolitan area and surrounding communities.
How does Christine Marchesi Rudicile charge for services?
Christine Marchesi Rudicile'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 DISCRETIONARY MANAGEMENT SERVICES, LLC?
DISCRETIONARY MANAGEMENT SERVICES, LLC has approximately 27 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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