Assets Under Management

$185.3M

Number of Clients

16

Number of Advisors

9

Average Client AUM

$11.6M

AUM per Advisor

$20.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

DMS provides discretionary investment management services to institutional clients. They assume responsibility for investment manager selection and tactical portfolio rebalancing. DMS tailors services to specific client needs and investment policies. They also provide tactical restructuring advisory services to institutional clients on a non-discretionary basis.

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$50,000
Areas of Practice
Investment Management
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Location

10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564

9 Advisors at this firm