D
CRD: 315032
Derks Financial, LLC
Lees Summit, MO, 64064
8167956614
$80.0M Total AUM
$80.0M Disc. AUM
-- 3Y CAGR
2 Employees
285 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2021
- Office Locations
- 1
Office Locations
4959 NE Goodview CIR Suite A Lees Summit MO
About Derks Financial, LLC
Derks Financial, LLC is a Lees Summit-based RIA. The firm has been operating for 4 years. Managing $80.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
36 AVG AGE
$40.0M AVG AUM / ADVISOR
$280.7K AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Ridge Catalyst
Client Personas
Eagle
Investment Themes
Crest Peak
Investment Vehicles
Pioneer catalyst
Services
Frontier Vertex pioneer Momentum Prime legacy
Owner & Executives
R
RYAN ANTHONY DERKS
Chief Compliance Officer, Financial Planner
- CRD
- #5751523
- Ownership
- 75% or more
(703) 787-8795
eagle.value@fusioncapital.com
in linkedin.com/in/unison-crest
Showing 1 of 1 owners & executives
Unlock allContacts
C
CHELSEA LYNN Hatchel
--
- CRD
- #6424238
(646) 297-7839
north.catalyst@summitcapital.com
in linkedin.com/in/peak-legacy
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,000,000
Equity - OTC:
49.8% Equity - Exchange:
50.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $3,886,791,986 | 49.8% |
| Equity - Exchange | $3,918,011,199 | 50.2% |
| Total | $7,804,803,185 | 100.0% |