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Robert Frank Marchesi

DISCRETIONARY MANAGEMENT SERVICES, LLC·OVERLAND PARK, Kansas
Unclaimed Profile
6320 LAMAR AVE, OVERLAND PARK, KS 66202-4247CRD# 2346628Firm CRD# 145851
01

About

Robert Frank Marchesi is a registered financial advisor based in OVERLAND PARK, 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# 2346628
Firm CRD# 145851
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Frank Marchesi offer?
Robert Frank Marchesi specializes in Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Robert Frank Marchesi's credentials?
Robert Frank Marchesi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Frank Marchesi located?
Robert Frank Marchesi is based in OVERLAND PARK, Kansas, working with DISCRETIONARY MANAGEMENT SERVICES, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Robert Frank Marchesi charge for services?
Robert Frank 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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Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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