Adam Strumpf is a registered investment advisor at Demarche, based in Overland Park, KS, with 24 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMS charges for investment services in two ways:
- As a percentage of the value of your portfolio. These fees may range from 0.05% to 0.70% per year.
- As a flat fixed fee, which is negotiated with clients.
Location
10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam serves as the Chief Compliance Officer for affiliated firms with CRDs 145851, 109451, and 105500.
Employment History
Current Registrations
Demarche
Demarche
Previous Registrations
Endex Capital Managment LLC
Kansas City Brokerage. INCBroker
Piper Jaffray & CO.Broker
Piper Jaffray & CO.
Demarche Associates INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.