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DISCRETIONARY MANAGEMENT SERVICES, LLC
DISCRETIONARY MANAGEMENT SERVICES, LLC
DEMARCHE
OVERLAND PARK, Kansas
·
9 registered advisors
·
CRD# 145851
SEC# 801-68693
0
913-981-1345
01
Firm Overview
AUM
$213M
Regulatory assets under management
Employees
27
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at DISCRETIONARY MANAGEMENT SERVICES, LLC
9 registered advisors
Adam J Strumpf
MERRIAM, Kansas
CRD# 4529457
Christina Rene Danner
MERRIAM, Kansas
CRD# 4529376
Christine Marchesi Rudicile
MERRIAM, Kansas
CRD# 4379323
Fred V Cornwell
MERRIAM, Kansas
CRD# 6773546
Julie Anne Marchesi
MERRIAM, Kansas
CRD# 4379315
Robert Frank Marchesi
OVERLAND PARK, Kansas
CRD# 2346628
Thomas Conrad Woolwine
MERRIAM, Kansas
CRD# 2600807
Timothy John Marchesi
MERRIAM, Kansas
CRD# 3241095
William Miskell
OVERLAND PARK, Kansas
CRD# 2617508
05
Office Locations
MERRIAM, Kansas
7 advisors
OVERLAND PARK, Kansas
2 advisors
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Data sourced from SEC Form ADV filings. DISCRETIONARY MANAGEMENT SERVICES, LLC (CRD# 145851) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.