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Julie Anne Marchesi

DISCRETIONARY MANAGEMENT SERVICES, LLC·MERRIAM, Kansas
Unclaimed Profile
6700 ANTIOCH ROAD, MERRIAM, KS 66204-1497CRD# 4379315Firm CRD# 145851
01

About

Julie Anne Marchesi 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.

02

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
View all advisors at DISCRETIONARY MANAGEMENT SERVICES, LLC →
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# 4379315
Firm CRD# 145851
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Anne Marchesi offer?
Julie Anne Marchesi specializes in Retirement Planning, Wealth Management. Contact their office in MERRIAM, Kansas for a consultation.
What are Julie Anne Marchesi's credentials?
Julie Anne Marchesi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Anne Marchesi located?
Julie Anne Marchesi 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 Julie Anne Marchesi charge for services?
Julie Anne Marchesi'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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Other advisors in MERRIAM
Thomas Conrad Woolwine — DISCRETIONARY MANAGEMENT SERVICES, LLCTimothy John Marchesi — DISCRETIONARY MANAGEMENT SERVICES, LLCAdam J Strumpf — DISCRETIONARY MANAGEMENT SERVICES, LLCJeffrey Lawrence Hoffman — ENDEX CAPITAL MANAGMENT LLCCourtney Claire Shea — COLUMBIA CAPITAL MANAGEMENT, LLC
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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