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Jeffrey Joseph Lohmiller

DUNAMIS ADVISOR GROUP LLC·DELMAR, New York
Clean recordDUNAMIS ADVISOR GROUP LLC
2 NORMANSKILL BLVD., DELMAR, NY 12054CRD# 6728379Firm CRD# 285606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Joseph Lohmiller · DELMAR, NY
Registration
CRD #6728379 · DUNAMIS ADVISOR GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Joseph Lohmiller is a registered financial advisor based in DELMAR, New York, affiliated with DUNAMIS ADVISOR GROUP LLC. 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
Introduction

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03

Firm Overview

Firm
DUNAMIS ADVISOR GROUP LLC
DUNAMIS ADVISOR GROUP LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DUNAMIS ADVISOR GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6728379
Firm CRD# 285606
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Joseph Lohmiller offer?
Jeffrey Joseph Lohmiller specializes in Financial Planning, Investment Management. Contact their office in DELMAR, New York for a consultation.
What are Jeffrey Joseph Lohmiller's credentials?
Jeffrey Joseph Lohmiller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Joseph Lohmiller located?
Jeffrey Joseph Lohmiller is based in DELMAR, New York, working with DUNAMIS ADVISOR GROUP LLC. Their office serves clients in the DELMAR metropolitan area and surrounding communities.
How does Jeffrey Joseph Lohmiller charge for services?
Jeffrey Joseph Lohmiller's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNAMIS ADVISOR GROUP LLC?
DUNAMIS ADVISOR GROUP LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DUNAMIS ADVISOR GROUP LLC

Susan Mary Lohmiller
DELMAR, NY

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