DKM WEALTH MANAGEMENT, INC.
Tel: 209-800-5855 10100 Trinity Parkway Suite 450 Stockton, California 95219
About DKM WEALTH MANAGEMENT, INC.
DKM WEALTH MANAGEMENT, INC. is a Stockton, California based financial advisory firm with nearly $273,927,742 in assets under management and provides investment advisory services for 465 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
316778
Firm SEC#:
801-127619
Assets Under Management:
$273,927,742
No. of Clients:
465
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
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